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ERSMX vs VIMSX
ERSMX vs VIMSX Comparison
Open Charts ERSMX vs VIMSX
Eaton Vance Atlanta Capital SMID-Cap R
Price$30.45
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets13.18B
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
ERSMX vs VIMSX Comparison Chart in %
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ERSMX vs. VIMSX commentary
Oct 19, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. ERSMX (13.2B). VIMSX pays higher dividends than ERSMX: VIMSX (1.36) vs ERSMX (0.00). ERSMX was incepted earlier than VIMSX: ERSMX (16 years) vs VIMSX (27 years). ERSMX (1.37) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VIMSX: ERSMX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.57 vs. ERSMX (-14.25). VIMSX return over 5 years is better than : 57.21 vs. ERSMX (-3.24).
| ERSMX | VIMSX | ERSMX / VIMSX | |
| Total Expense Ratio | 1.37 | 0.17 | 806% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -6.365 | 9.695 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 201B | 7% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -14.25 | 7.57 | -188% |
| Returns for 3 years | 4.21 | 49.65 | 8% |
| Returns for 5 years | -3.24 | 57.21 | -6% |
| Returns for 10 years | 23.53 | 140.60 | 17% |