Ad is loading...
ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets39.09M
ERSGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. WCMLX commentary
Apr 19, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 177M vs. WCMLX (39.1M). 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 : -1.44 vs. WCMLX (-11.54). ERSGX return over 5 years is better than : 29.74 vs. WCMLX (24.40).
| 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 | -10.132 | -15.941 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 39.1M | 453% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -1.44 | -11.54 | 12% |
| Returns for 3 years | -3.85 | -7.21 | 53% |
| Returns for 5 years | 29.74 | 24.40 | 122% |
| Returns for 10 years | -19.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers