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EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$17.04
Change-$0.20 (-1.16%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Investor
Price$13.54
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets44.14M
EISGX vs WCMNX Comparison Chart in %
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EISGX vs. WCMNX commentary
Oct 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 EISGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 160M vs. WCMNX (44.1M). EISGX pays higher dividends than WCMNX: EISGX (0.32) vs WCMNX (0.00). EISGX was incepted earlier than WCMNX: EISGX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than EISGX (1.11). WCMNX is a more actively managed with annual turnover of: 83.00 vs. EISGX (38.00). WCMNX has a lower initial minimum investment than EISGX: WCMNX (1000) vs EISGX (1000000). WCMNX annual gain was more profitable for investors over the last year : 5.96 vs. EISGX (-2.04). EISGX return over 5 years is better than : 22.42 vs. WCMNX (13.89).
| EISGX | WCMNX | EISGX / WCMNX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.11 | 2.04 | 54% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -3.309 | 7.880 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 44.1M | 363% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -2.04 | 5.96 | -34% |
| Returns for 3 years | 23.53 | 35.54 | 66% |
| Returns for 5 years | 22.42 | 13.89 | 161% |
| Returns for 10 years | 13.83 | N/A | - |
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