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ETEGX vs VEXPX
ETEGX vs VEXPX Comparison
Open Charts ETEGX vs VEXPX
Eaton Vance Small-Cap A
Price$13.94
Change-$0.69 (-4.72%)
VolumeN/A
Net Assets142.34M
ETEGX vs VEXPX Comparison Chart in %
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ETEGX vs. VEXPX commentary
Feb 05, 2026
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: 20.2B vs. ETEGX (142M). VEXPX pays higher dividends than ETEGX: VEXPX (0.41) vs ETEGX (0.08). 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). VEXPX is a more actively managed with annual turnover of: 51.00 vs. ETEGX (38.00). 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 : 0.69 vs. ETEGX (-11.02). ETEGX return over 5 years is better than : -10.13 vs. VEXPX (-12.99).
| 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 | 4.341 | 4.085 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 20.2B | 1% |
| Annual Yield % from dividends | 0.08 | 0.41 | 20% |
| Returns for 1 year | -11.02 | 0.69 | -1,595% |
| Returns for 3 years | -2.15 | 13.47 | -16% |
| Returns for 5 years | -10.13 | -12.99 | 78% |
| Returns for 10 years | 27.12 | 72.10 | 38% |
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