ERSGX
Price
$14.38
Change
+$0.02 (+0.14%)
Updated
Sep 5 closing price
Net Assets
179.69M
WCMLX
Price
$13.58
Change
+$0.21 (+1.57%)
Updated
Sep 4 closing price
Net Assets
44.98M
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ERSGX vs WCMLX

Header iconERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLXBanner chart's image
Eaton Vance Small-Cap R
Price$14.38
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets179.69M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.98M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 180M vs. WCMLX (45M). 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 : 7.61 vs. ERSGX (1.50). ERSGX (23.01) and WCMLX (22.08) have equivalent 5 years return.
ERSGXWCMLXERSGX / WCMLX
Total Expense Ratio1.460.99147%
Annual Report Gross Expense Ratio1.611.7990%
Fund Existence16 years6 years-
Gain YTD-0.2086.610-3%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets180M45M400%
Annual Yield % from dividends0.090.00-
Returns for 1 year1.507.6120%
Returns for 3 years19.9429.4668%
Returns for 5 years23.0122.08104%
Returns for 10 years1.43N/A-
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