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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$14.14
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets172.6M
WCM Small Cap Growth Institutional
Price$11.82
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets42.14M
ERSGX vs WCMLX Comparison Chart
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ERSGX vs. WCMLX commentary
Mar 10, 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 ERSGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 173M vs. WCMLX (42.1M). ERSGX pays higher dividends than WCMLX: ERSGX (0.09) vs WCMLX (0.00). ERSGX was incepted earlier than WCMLX: ERSGX (16 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ERSGX (1.63). WCMLX is a more actively managed with annual turnover of: 48.00 vs. ERSGX (42.00). ERSGX has a lower initial minimum investment than WCMLX: ERSGX (1000) vs WCMLX (100000). ERSGX annual gain was more profitable for investors over the last year : 2.18 vs. WCMLX (-10.86). ERSGX return over 5 years is better than : 24.36 vs. WCMLX (23.12).
| ERSGX | WCMLX | ERSGX / WCMLX | |
| Total Expense Ratio | 1.46 | 0.99 | 147% |
| Annual Report Gross Expense Ratio | 1.63 | 1.86 | 88% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -1.874 | -8.087 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 42.1M | 411% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 2.18 | -10.86 | -20% |
| Returns for 3 years | 7.78 | 4.51 | 173% |
| Returns for 5 years | 24.36 | 23.12 | 105% |
| Returns for 10 years | -7.92 | N/A | - |
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