Ad is loading...
EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$18.52
Change-$0.26 (-1.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.22
Change-$0.14 (-1.05%)
VolumeN/A
CapitalizationN/A
EISGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EISGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 184M vs. WCMNX (42.3M). 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 : 16.31 vs. WCMNX (10.72). WCMNX (27.12) and EISGX (26.09) have equivalent 5 years return.
| 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 | 14.234 | 8.361 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 10.72 | 152% |
| Returns for 3 years | 8.58 | -0.45 | -1,899% |
| Returns for 5 years | 26.09 | 27.12 | 96% |
| Returns for 10 years | 15.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...