ERSMX
Price
$32.78
Change
+$0.17 (+0.52%)
Updated
Jul 3 closing price
Net Assets
14.49B
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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ERSMX vs VMCPX

Header iconERSMX vs VMCPX Comparison
Open Charts ERSMX vs VMCPXBanner chart's image
Eaton Vance Atlanta Capital SMID-Cap R
Price$32.78
Change+$0.17 (+0.52%)
VolumeN/A
Net Assets14.49B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
ERSMX vs VMCPX Comparison Chart in %
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ERSMX vs. VMCPX commentary
Jul 07, 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 Buy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. ERSMX (14.5B). 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 : 17.65 vs. ERSMX (3.34). VMCPX return over 5 years is better than : 73.80 vs. ERSMX (14.34).
ERSMXVMCPXERSMX / VMCPX
Total Expense Ratio1.370.034,567%
Annual Report Gross Expense Ratio1.370.034,567%
Fund Existence16 years15 years-
Gain YTD0.8007.63110%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets14.5B185B8%
Annual Yield % from dividends0.001.54-
Returns for 1 year3.3417.6519%
Returns for 3 years14.1043.1433%
Returns for 5 years14.3473.8019%
Returns for 10 years30.34127.6224%
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