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EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$17.86
Change-$0.32 (-1.76%)
VolumeN/A
Net Assets178.05M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
EISGX vs WCMNX Comparison Chart
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EISGX vs. WCMNX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 178M vs. WCMNX (40.2M). EISGX pays higher dividends than WCMNX: EISGX (0.27) vs WCMNX (0.00). EISGX was incepted earlier than WCMNX: EISGX (16 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. EISGX (42.00). WCMNX has a lower initial minimum investment than EISGX: WCMNX (1000) vs EISGX (1000000). EISGX annual gain was more profitable for investors over the last year : 10.11 vs. WCMNX (1.49). EISGX return over 5 years is better than : 21.39 vs. WCMNX (17.49).
| EISGX | WCMNX | EISGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 1.963 | 1.655 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 40.2M | 443% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 10.11 | 1.49 | 676% |
| Returns for 3 years | 10.71 | 9.79 | 109% |
| Returns for 5 years | 21.39 | 17.49 | 122% |
| Returns for 10 years | 8.26 | N/A | - |