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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets175.61M
WCM Small Cap Growth Institutional
Price$12.17
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets42.66M
ERSGX vs WCMLX Comparison Chart
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ERSGX vs. WCMLX commentary
Jun 05, 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: 176M vs. WCMLX (42.7M). 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 : 4.25 vs. WCMLX (-0.16). ERSGX return over 5 years is better than : 19.44 vs. WCMLX (13.36).
| 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 | -2.776 | -5.677 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 42.7M | 412% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 4.25 | -0.16 | -2,584% |
| Returns for 3 years | 9.98 | 12.52 | 80% |
| Returns for 5 years | 19.44 | 13.36 | 145% |
| Returns for 10 years | -6.08 | N/A | - |
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