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ETEGX vs VEXPX
ETEGX vs VEXPX Comparison
Open Charts ETEGX vs VEXPX
Eaton Vance Small-Cap A
Price$15.06
Change-$0.17 (-1.12%)
VolumeN/A
Net Assets179.69M
ETEGX vs VEXPX Comparison Chart in %
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ETEGX vs. VEXPX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. ETEGX (180M). 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 : -0.15 vs. VEXPX (-1.90). ETEGX return over 5 years is better than : 18.85 vs. VEXPX (5.07).
| 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 | -2.271 | 1.235 | -184% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 19.9B | 1% |
| Annual Yield % from dividends | 0.13 | 0.40 | 32% |
| Returns for 1 year | -0.15 | -1.90 | 8% |
| Returns for 3 years | 5.55 | 5.40 | 103% |
| Returns for 5 years | 18.85 | 5.07 | 371% |
| Returns for 10 years | -0.50 | 19.92 | -3% |
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