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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.70
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets171.14M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
ERSGX vs WCMLX Comparison Chart
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ERSGX vs. WCMLX commentary
May 09, 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: 171M vs. WCMLX (42.1M). 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 (1.86) is less costly to investors than ERSGX (1.63). 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 : -1.52 vs. WCMLX (-6.86). ERSGX return over 5 years is better than : 29.67 vs. WCMLX (21.31).
| ERSGX | WCMLX | ERSGX / WCMLX | |
| Total Expense Ratio | 1.46 | 0.99 | 147% |
| Annual Report Gross Expense Ratio | 1.63 | 1.86 | 88% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -6.315 | -9.253 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 42.1M | 406% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | -1.52 | -6.86 | 22% |
| Returns for 3 years | 9.76 | 15.89 | 61% |
| Returns for 5 years | 29.67 | 21.31 | 139% |
| Returns for 10 years | -15.07 | N/A | - |
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