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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$12.92
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets154.81M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 155M vs. WCMLX (41.3M). ERSGX pays higher dividends than WCMLX: ERSGX (0.10) 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 : -3.04 vs. ERSGX (-15.39). ERSGX return over 5 years is better than : 1.02 vs. WCMLX (-0.83).
| 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 | -10.062 | 1.788 | -563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 41.3M | 375% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | -15.39 | -3.04 | 507% |
| Returns for 3 years | 1.97 | 21.43 | 9% |
| Returns for 5 years | 1.02 | -0.83 | -123% |
| Returns for 10 years | -6.62 | N/A | - |