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EISGX vs WCMLX
EISGX vs WCMLX Comparison
Open Charts EISGX vs WCMLX
Eaton Vance Small-Cap I
Price$16.13
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
EISGX vs WCMLX Comparison Chart
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EISGX vs. WCMLX commentary
Apr 18, 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 EISGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 177M vs. WCMLX (38.8M). EISGX pays higher dividends than WCMLX: EISGX (0.32) vs WCMLX (0.00). EISGX was incepted earlier than WCMLX: EISGX (17 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than EISGX (1.13). WCMLX is a more actively managed with annual turnover of: 48.00 vs. EISGX (42.00). WCMLX has a lower initial minimum investment than EISGX: WCMLX (100000) vs EISGX (1000000). EISGX annual gain was more profitable for investors over the last year : -0.39 vs. WCMLX (-12.36). EISGX return over 5 years is better than : 36.61 vs. WCMLX (23.25).
| EISGX | WCMLX | EISGX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 1.13 | 1.86 | 61% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -9.983 | -16.719 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 38.8M | 456% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -0.39 | -12.36 | 3% |
| Returns for 3 years | -1.66 | -8.07 | 21% |
| Returns for 5 years | 36.61 | 23.25 | 158% |
| Returns for 10 years | -6.69 | N/A | - |
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