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ERSMX vs VIMSX
ERSMX vs VIMSX Comparison
Open Charts ERSMX vs VIMSX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.84
Change-$0.22 (-0.69%)
VolumeN/A
Net Assets14.06B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
ERSMX vs VIMSX Comparison Chart in %
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ERSMX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. ERSMX (14.1B). VIMSX pays higher dividends than ERSMX: VIMSX (1.37) 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 : 14.31 vs. ERSMX (-4.44). VIMSX return over 5 years is better than : 62.16 vs. ERSMX (2.71).
| 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 | -2.091 | 8.291 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 197B | 7% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -4.44 | 14.31 | -31% |
| Returns for 3 years | -0.81 | 26.39 | -3% |
| Returns for 5 years | 2.71 | 62.16 | 4% |
| Returns for 10 years | 23.55 | 125.09 | 19% |
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