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EISGX vs WCMLX
EISGX vs WCMLX Comparison
Open Charts EISGX vs WCMLX
Eaton Vance Small-Cap I
Price$18.52
Change-$0.26 (-1.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.39
Change-$0.14 (-1.03%)
VolumeN/A
CapitalizationN/A
EISGX vs WCMLX Comparison Chart
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EISGX vs. WCMLX commentary
Dec 19, 2024
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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 184M vs. WCMLX (42.3M). EISGX pays higher dividends than WCMLX: EISGX (0.27) vs WCMLX (0.00). EISGX was incepted earlier than WCMLX: EISGX (16 years) vs WCMLX (5 years). 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 : 16.31 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. EISGX (26.09).
| EISGX | WCMLX | EISGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 14.234 | 8.597 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 42.3M | 435% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 16.31 | 11.03 | 148% |
| Returns for 3 years | 8.58 | 0.30 | 2,863% |
| Returns for 5 years | 26.09 | 28.75 | 91% |
| Returns for 10 years | 15.90 | N/A | - |
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