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ERSMX vs VMCIX
ERSMX vs VMCIX Comparison
Open Charts ERSMX vs VMCIX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.84
Change-$0.22 (-0.69%)
VolumeN/A
Net Assets14.06B
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
ERSMX vs VMCIX Comparison Chart in %
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ERSMX vs. VMCIX 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. ERSMX (14.1B). VMCIX pays higher dividends than ERSMX: VMCIX (1.50) 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 : 14.33 vs. ERSMX (-4.44). VMCIX return over 5 years is better than : 62.28 vs. ERSMX (2.71).
| 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 | -2.091 | 8.308 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 197B | 7% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -4.44 | 14.33 | -31% |
| Returns for 3 years | -0.81 | 26.45 | -3% |
| Returns for 5 years | 2.71 | 62.28 | 4% |
| Returns for 10 years | 23.55 | 125.29 | 19% |
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