ERSGX
Price
$14.12
Change
-$0.06 (-0.42%)
Updated
Jul 28 closing price
Net Assets
177.54M
WCMLX
Price
$13.11
Change
+$0.01 (+0.08%)
Updated
Jul 28 closing price
Net Assets
44.18M
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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$14.12
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.

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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.
ERSGXWCMLXERSGX / WCMLX
Total Expense Ratio1.460.99147%
Annual Report Gross Expense Ratio1.611.7990%
Fund Existence16 years6 years-
Gain YTD-1.5961.866-86%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets178M44.2M403%
Annual Yield % from dividends0.090.00-
Returns for 1 year-2.260.00-
Returns for 3 years9.0016.7654%
Returns for 5 years21.3021.18101%
Returns for 10 years-3.72N/A-
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