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ERSMX vs VMCIX
ERSMX vs VMCIX Comparison
Open Charts ERSMX vs VMCIX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.05
Change-$0.49 (-1.55%)
VolumeN/A
Net Assets14.22B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
ERSMX vs VMCIX Comparison Chart
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ERSMX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. ERSMX (14.2B). VMCIX pays higher dividends than ERSMX: VMCIX (1.53) vs ERSMX (0.00). ERSMX was incepted earlier than VMCIX: ERSMX (16 years) vs VMCIX (27 years). ERSMX (1.37) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VMCIX: ERSMX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. ERSMX (-1.37). VMCIX return over 5 years is better than : 69.71 vs. ERSMX (8.72).
| ERSMX | VMCIX | ERSMX / VMCIX | |
| Total Expense Ratio | 1.37 | 0.04 | 3,425% |
| Annual Report Gross Expense Ratio | 1.37 | 0.04 | 3,425% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -4.520 | 2.779 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 185B | 8% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -1.37 | 11.61 | -12% |
| Returns for 3 years | 10.70 | 39.17 | 27% |
| Returns for 5 years | 8.72 | 69.71 | 13% |
| Returns for 10 years | 23.31 | 114.21 | 20% |
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