ERSMX
Price
$31.05
Change
-$0.49 (-1.55%)
Updated
Jun 13 closing price
Net Assets
14.22B
FSMAX
Price
$88.99
Change
-$1.54 (-1.70%)
Updated
Jun 13 closing price
Net Assets
37.61B
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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$31.05
Change-$0.49 (-1.55%)
VolumeN/A
Net Assets14.22B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
ERSMX vs FSMAX Comparison Chart
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ERSMX vs. FSMAX commentary
Jun 16, 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 Hold and FSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. ERSMX (14.2B). FSMAX pays higher dividends than ERSMX: FSMAX (0.50) 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). ERSMX (9.00) and FSMAX (9.00) have comparable annual turnover. 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 : 11.48 vs. ERSMX (-1.37). FSMAX return over 5 years is better than : 60.48 vs. ERSMX (8.72).
ERSMXFSMAXERSMX / FSMAX
Total Expense Ratio1.370.043,914%
Annual Report Gross Expense Ratio1.370.043,914%
Fund Existence16 years14 years-
Gain YTD-4.520-2.080217%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B37.6B38%
Annual Yield % from dividends0.000.50-
Returns for 1 year-1.3711.48-12%
Returns for 3 years10.7047.5722%
Returns for 5 years8.7260.4814%
Returns for 10 years23.3166.6435%
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