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ECSMX vs WCMNX
ECSMX vs WCMNX Comparison
Open Charts ECSMX vs WCMNX
Eaton Vance Small-Cap C
Price$10.76
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets171.14M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
ECSMX vs WCMNX Comparison Chart
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ECSMX vs. WCMNX commentary
May 09, 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 ECSMX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ECSMX has more cash in the bank: 171M vs. WCMNX (42.1M). ECSMX (0.00) and WCMNX (0.00) have matching dividends . ECSMX was incepted earlier than WCMNX: ECSMX (23 years) vs WCMNX (6 years). ECSMX (2.13) and WCMNX (2.11) have similar cost to investors . WCMNX is a more actively managed with annual turnover of: 83.00 vs. ECSMX (38.00). ECSMX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ECSMX annual gain was more profitable for investors over the last year : -2.57 vs. WCMNX (-7.10). ECSMX return over 5 years is better than : 21.14 vs. WCMNX (19.77).
| ECSMX | WCMNX | ECSMX / WCMNX | |
| Total Expense Ratio | 1.96 | 1.24 | 158% |
| Annual Report Gross Expense Ratio | 2.13 | 2.11 | 101% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -6.443 | -9.299 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 42.1M | 406% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.57 | -7.10 | 36% |
| Returns for 3 years | 6.75 | 14.99 | 45% |
| Returns for 5 years | 21.14 | 19.77 | 107% |
| Returns for 10 years | -28.43 | N/A | - |