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ERSMX vs VMCPX
ERSMX vs VMCPX Comparison
Open Charts ERSMX vs VMCPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.05
Change-$0.49 (-1.55%)
VolumeN/A
Net Assets14.22B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
ERSMX vs VMCPX Comparison Chart
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ERSMX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. ERSMX (14.2B). VMCPX pays higher dividends than ERSMX: VMCPX (1.54) vs ERSMX (0.00). ERSMX was incepted earlier than VMCPX: ERSMX (16 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 : 11.60 vs. ERSMX (-1.37). VMCPX return over 5 years is better than : 69.72 vs. ERSMX (8.72).
| 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 | 16 years | 15 years | - |
| Gain YTD | -4.520 | 2.781 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 185B | 8% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -1.37 | 11.60 | -12% |
| Returns for 3 years | 10.70 | 39.16 | 27% |
| Returns for 5 years | 8.72 | 69.72 | 13% |
| Returns for 10 years | 23.31 | 114.26 | 20% |
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