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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.90
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Institutional
Price$14.13
Change+$0.28 (+2.02%)
VolumeN/A
Net Assets43.32M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Oct 24, 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: 160M vs. WCMLX (43.3M). 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 : 5.24 vs. ERSGX (-5.44). ERSGX return over 5 years is better than : 14.27 vs. WCMLX (13.15).
| 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 | -3.817 | 7.698 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 43.3M | 370% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -5.44 | 5.24 | -104% |
| Returns for 3 years | 16.77 | 37.26 | 45% |
| Returns for 5 years | 14.27 | 13.15 | 108% |
| Returns for 10 years | 0.52 | N/A | - |
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