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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$14.41
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets177.54M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Jul 06, 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: 178M vs. WCMLX (43M). ERSGX pays higher dividends than WCMLX: ERSGX (0.09) vs WCMLX (0.00). ERSGX was incepted earlier than WCMLX: ERSGX (16 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ERSGX (1.61). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ERSGX (38.00). 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 : 7.15 vs. WCMLX (2.91). ERSGX return over 5 years is better than : 30.28 vs. WCMLX (21.91).
| ERSGX | WCMLX | ERSGX / WCMLX | |
| Total Expense Ratio | 1.46 | 0.99 | 147% |
| Annual Report Gross Expense Ratio | 1.61 | 1.79 | 90% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 0.000 | -0.933 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 43M | 414% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 7.15 | 2.91 | 246% |
| Returns for 3 years | 18.90 | 26.01 | 73% |
| Returns for 5 years | 30.28 | 21.91 | 138% |
| Returns for 10 years | -2.62 | N/A | - |
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