ERSMX
Price
$30.76
Change
+$0.32 (+1.05%)
Updated
Sep 26 closing price
Net Assets
13.99B
FSMAX
Price
$101.01
Change
+$0.91 (+0.91%)
Updated
Sep 26 closing price
Net Assets
41.05B
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ERSMX vs FSMAX

Header iconERSMX vs FSMAX Comparison
Open Charts ERSMX vs FSMAXBanner chart's image
Eaton Vance Atlanta Capital SMID-Cap R
Price$30.76
Change+$0.32 (+1.05%)
VolumeN/A
Net Assets13.99B
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
ERSMX vs FSMAX Comparison Chart in %
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ERSMX vs. FSMAX commentary
Sep 29, 2025

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 ERSMX is a Buy and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. ERSMX (14B). FSMAX pays higher dividends than ERSMX: FSMAX (0.44) vs ERSMX (0.00). ERSMX was incepted earlier than FSMAX: ERSMX (16 years) vs FSMAX (14 years). ERSMX (1.37) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. ERSMX (9.00). FSMAX has a lower initial minimum investment than ERSMX: FSMAX (0) vs ERSMX (1000). FSMAX annual gain was more profitable for investors over the last year : 16.92 vs. ERSMX (-11.56). FSMAX return over 5 years is better than : 63.96 vs. ERSMX (4.91).
ERSMXFSMAXERSMX / FSMAX
Total Expense Ratio1.370.043,914%
Annual Report Gross Expense Ratio1.370.043,914%
Fund Existence16 years14 years-
Gain YTD-5.41211.147-49%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14B41B34%
Annual Yield % from dividends0.000.44-
Returns for 1 year-11.5616.92-68%
Returns for 3 years11.6571.4116%
Returns for 5 years4.9163.968%
Returns for 10 years32.87118.3028%
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