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EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$16.13
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
EISGX vs WCMNX Comparison Chart
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EISGX vs. WCMNX commentary
Apr 18, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 177M vs. WCMNX (38.8M). EISGX pays higher dividends than WCMNX: EISGX (0.32) vs WCMNX (0.00). EISGX was incepted earlier than WCMNX: EISGX (17 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than EISGX (1.13). 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 : -0.39 vs. WCMNX (-12.50). EISGX return over 5 years is better than : 36.61 vs. WCMNX (21.77).
| EISGX | WCMNX | EISGX / WCMNX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.13 | 2.11 | 54% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -9.983 | -16.706 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 38.8M | 456% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -0.39 | -12.50 | 3% |
| Returns for 3 years | -1.66 | -8.72 | 19% |
| Returns for 5 years | 36.61 | 21.77 | 168% |
| Returns for 10 years | -6.69 | N/A | - |
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