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ETEGX vs VEXPX
ETEGX vs VEXPX Comparison
Open Charts ETEGX vs VEXPX
Eaton Vance Small-Cap A
Price$14.67
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets187.55M
ETEGX vs VEXPX Comparison Chart in %
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ETEGX vs. VEXPX commentary
Sep 27, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. ETEGX (188M). VEXPX pays higher dividends than ETEGX: VEXPX (0.39) vs ETEGX (0.12). 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). VEXPX annual gain was more profitable for investors over the last year : -2.56 vs. ETEGX (-5.73). ETEGX return over 5 years is better than : 26.10 vs. VEXPX (12.55).
| 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 | -4.802 | 3.819 | -126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 20.5B | 1% |
| Annual Yield % from dividends | 0.12 | 0.39 | 32% |
| Returns for 1 year | -5.73 | -2.56 | 224% |
| Returns for 3 years | 21.21 | 30.30 | 70% |
| Returns for 5 years | 26.10 | 12.55 | 208% |
| Returns for 10 years | 7.40 | 40.96 | 18% |
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