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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.84
Change+$0.15 (+1.10%)
VolumeN/A
Net Assets187.55M
WCM Small Cap Growth Institutional
Price$13.74
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets44.82M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 188M vs. WCMLX (44.8M). 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 : 4.09 vs. ERSGX (-5.83). ERSGX (25.24) and WCMLX (24.23) 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 | -3.956 | 6.843 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 44.8M | 420% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -5.83 | 4.09 | -143% |
| Returns for 3 years | 21.83 | 40.63 | 54% |
| Returns for 5 years | 25.24 | 24.23 | 104% |
| Returns for 10 years | 4.31 | N/A | - |
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