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EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$16.98
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets179.69M
WCM Small Cap Growth Investor
Price$12.74
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets43.74M
EISGX vs WCMNX Comparison Chart in %
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EISGX vs. WCMNX commentary
Aug 08, 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: 180M vs. WCMNX (43.7M). 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 : 7.23 vs. EISGX (1.07). EISGX return over 5 years is better than : 19.21 vs. WCMNX (13.83).
| 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 | -5.048 | 0.552 | -915% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 43.7M | 412% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 1.07 | 7.23 | 15% |
| Returns for 3 years | 7.12 | 10.48 | 68% |
| Returns for 5 years | 19.21 | 13.83 | 139% |
| Returns for 10 years | 6.15 | N/A | - |
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