Interact to see
Advertisement
Advertisement
ERSGX vs VSGIX
ERSGX vs VSGIX Comparison
Open Charts ERSGX vs VSGIX
Eaton Vance Small-Cap R
Price$12.85
Change+$0.15 (+1.18%)
VolumeN/A
Net Assets139.58M
Vanguard Small Cap Growth Index I
Price$89.45
Change+$1.75 (+2.00%)
VolumeN/A
Net Assets39.73B
ERSGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. VSGIX commentary
Jan 07, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERSGX is a Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. ERSGX (140M). VSGIX pays higher dividends than ERSGX: VSGIX (0.55) vs ERSGX (0.00). ERSGX was incepted earlier than VSGIX: ERSGX (16 years) vs VSGIX (26 years). ERSGX (1.61) is less costly to investors than VSGIX (0.06). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VSGIX (21.00). ERSGX has a lower initial minimum investment than VSGIX: ERSGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.57 vs. ERSGX (-11.74). VSGIX return over 5 years is better than : 12.81 vs. ERSGX (-12.58).
| ERSGX | VSGIX | ERSGX / VSGIX | |
| Total Expense Ratio | 1.46 | 0.06 | 2,433% |
| Annual Report Gross Expense Ratio | 1.61 | 0.06 | 2,683% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 2.419 | 3.201 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 39.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -11.74 | 8.57 | -137% |
| Returns for 3 years | 3.09 | 53.94 | 6% |
| Returns for 5 years | -12.58 | 12.81 | -98% |
| Returns for 10 years | 14.10 | 183.31 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement