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ERSMX vs VMCPX
ERSMX vs VMCPX Comparison
Open Charts ERSMX vs VMCPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$28.14
Change-$2.50 (-8.16%)
VolumeN/A
Net Assets11.37B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
ERSMX vs VMCPX Comparison Chart in %
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ERSMX vs. VMCPX commentary
Feb 04, 2026
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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. ERSMX (11.4B). VMCPX pays higher dividends than ERSMX: VMCPX (1.50) vs ERSMX (0.00). ERSMX was incepted earlier than VMCPX: ERSMX (17 years) vs VMCPX (15 years). ERSMX (1.37) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VMCPX: ERSMX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. ERSMX (-14.42). VMCPX return over 5 years is better than : 38.89 vs. ERSMX (-12.55).
| ERSMX | VMCPX | ERSMX / VMCPX | |
| Total Expense Ratio | 1.37 | 0.03 | 4,567% |
| Annual Report Gross Expense Ratio | 1.37 | 0.03 | 4,567% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -0.142 | 2.283 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 199B | 6% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -14.42 | 8.25 | -175% |
| Returns for 3 years | -3.83 | 34.05 | -11% |
| Returns for 5 years | -12.55 | 38.89 | -32% |
| Returns for 10 years | 30.16 | 180.63 | 17% |
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