Interact to see
Advertisement
Advertisement
ERSMX vs VMCPX
ERSMX vs VMCPX Comparison
Open Charts ERSMX vs VMCPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$30.45
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets13.18B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
ERSMX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSMX vs. VMCPX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. ERSMX (13.2B). VMCPX pays higher dividends than ERSMX: VMCPX (1.50) 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 : 7.59 vs. ERSMX (-14.25). VMCPX return over 5 years is better than : 57.33 vs. ERSMX (-3.24).
| 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 | -6.365 | 9.709 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 201B | 7% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -14.25 | 7.59 | -188% |
| Returns for 3 years | 4.21 | 49.71 | 8% |
| Returns for 5 years | -3.24 | 57.33 | -6% |
| Returns for 10 years | 23.53 | 141.02 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement