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ETEGX vs VEXPX
ETEGX vs VEXPX Comparison
Open Charts ETEGX vs VEXPX
Eaton Vance Small-Cap A
Price$15.43
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets177.54M
ETEGX vs VEXPX Comparison Chart in %
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ETEGX vs. VEXPX commentary
Jul 06, 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 ETEGX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. ETEGX (178M). VEXPX pays higher dividends than ETEGX: VEXPX (0.40) vs ETEGX (0.13). ETEGX was incepted earlier than VEXPX: ETEGX (29 years) vs VEXPX (58 years). ETEGX (1.36) is less costly to investors than VEXPX (0.44). ETEGX is a more actively managed with annual turnover of: 38.00 vs. VEXPX (35.00). ETEGX has a lower initial minimum investment than VEXPX: ETEGX (1000) vs VEXPX (3000). ETEGX annual gain was more profitable for investors over the last year : 7.65 vs. VEXPX (1.30). ETEGX return over 5 years is better than : 32.74 vs. VEXPX (13.29).
| ETEGX | VEXPX | ETEGX / VEXPX | |
| Total Expense Ratio | 1.21 | 0.44 | 275% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 29 years | 58 years | - |
| Gain YTD | 0.130 | 0.739 | 18% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 19.4B | 1% |
| Annual Yield % from dividends | 0.13 | 0.40 | 31% |
| Returns for 1 year | 7.65 | 1.30 | 587% |
| Returns for 3 years | 20.07 | 20.99 | 96% |
| Returns for 5 years | 32.74 | 13.29 | 246% |
| Returns for 10 years | 2.35 | 18.24 | 13% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ROMO | 32.10 | 0.04 | +0.13% |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | |||
| BENJ | 50.88 | 0.01 | +0.02% |
| Horizon Landmark ETF | |||
| PML | 7.45 | N/A | N/A |
| PIMCO Municipal Income FUND II | |||
| DFSD | 47.94 | -0.06 | -0.13% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| GBF | 103.69 | -0.24 | -0.23% |
| iShares Government/Credit Bond ETF | |||