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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$14.12
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets177.54M
WCM Small Cap Growth Institutional
Price$13.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets44.18M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Jul 29, 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: 178M vs. WCMLX (44.2M). 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). WCMLX annual gain was more profitable for investors over the last year : 0.00 vs. ERSGX (-2.26). ERSGX (21.30) and WCMLX (21.18) have equivalent 5 years return.
| 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 | -1.596 | 1.866 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 44.2M | 403% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -2.26 | 0.00 | - |
| Returns for 3 years | 9.00 | 16.76 | 54% |
| Returns for 5 years | 21.30 | 21.18 | 101% |
| Returns for 10 years | -3.72 | N/A | - |
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