ERSMX
Price
$32.78
Change
+$0.17 (+0.52%)
Updated
Jul 3 closing price
Net Assets
14.49B
FSMAX
Price
$95.09
Change
+$0.88 (+0.93%)
Updated
Jul 3 closing price
Net Assets
39.17B
Interact to see
Advertisement

ERSMX vs FSMAX

Header iconERSMX vs FSMAX Comparison
Open Charts ERSMX vs FSMAXBanner chart's image
Eaton Vance Atlanta Capital SMID-Cap R
Price$32.78
Change+$0.17 (+0.52%)
VolumeN/A
Net Assets14.49B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
ERSMX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ERSMX vs. FSMAX commentary
Jul 07, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. ERSMX (14.5B). FSMAX pays higher dividends than ERSMX: FSMAX (0.47) 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 : 18.61 vs. ERSMX (3.34). FSMAX return over 5 years is better than : 64.88 vs. ERSMX (14.34).
ERSMXFSMAXERSMX / FSMAX
Total Expense Ratio1.370.043,914%
Annual Report Gross Expense Ratio1.370.043,914%
Fund Existence16 years14 years-
Gain YTD0.8004.63217%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B39.2B37%
Annual Yield % from dividends0.000.47-
Returns for 1 year3.3418.6118%
Returns for 3 years14.1054.6226%
Returns for 5 years14.3464.8822%
Returns for 10 years30.3481.1937%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SCHB24.140.19
+0.79%
Schwab US Broad Market ETF™
NFTY60.140.20
+0.33%
First Trust India NIFTY 50 Equal Wtd ETF
PSH50.590.14
+0.29%
PGIM Short Duration High Yield ETF
MDEV20.40N/A
N/A
First Trust Indxx Global Mdcl Dvcs ETF
MEGI14.29-0.02
-0.14%
NYLI CBRE Global Infrastructure Megatrends Term Fund