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ERSMX vs VEMPX
ERSMX vs VEMPX Comparison
Open Charts ERSMX vs VEMPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.84
Change-$0.22 (-0.69%)
VolumeN/A
Net Assets14.06B
Vanguard Extended Market Index InstlPlus
Price$375.07
Change-$1.09 (-0.29%)
VolumeN/A
Net Assets78.9B
ERSMX vs VEMPX Comparison Chart in %
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ERSMX vs. VEMPX commentary
Aug 18, 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 StrongBuy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. ERSMX (14.1B). VEMPX pays higher dividends than ERSMX: VEMPX (1.13) vs ERSMX (0.00). ERSMX was incepted earlier than VEMPX: ERSMX (16 years) vs VEMPX (15 years). ERSMX (1.37) is less costly to investors than VEMPX (0.04). VEMPX is a more actively managed with annual turnover of: 11.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VEMPX: ERSMX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 15.55 vs. ERSMX (-4.44). VEMPX return over 5 years is better than : 56.23 vs. ERSMX (2.71).
| ERSMX | VEMPX | ERSMX / VEMPX | |
| Total Expense Ratio | 1.37 | 0.04 | 3,425% |
| Annual Report Gross Expense Ratio | 1.37 | 0.04 | 3,425% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | -2.091 | 5.649 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 78.9B | 18% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | -4.44 | 15.55 | -29% |
| Returns for 3 years | -0.81 | 30.33 | -3% |
| Returns for 5 years | 2.71 | 56.23 | 5% |
| Returns for 10 years | 23.55 | 128.35 | 18% |
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