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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.90
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Investor
Price$13.93
Change+$0.29 (+2.13%)
VolumeN/A
Net Assets43.32M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 160M vs. WCMNX (43.3M). ERSGX pays higher dividends than WCMNX: ERSGX (0.09) vs WCMNX (0.00). ERSGX was incepted earlier than WCMNX: ERSGX (16 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ERSGX (1.61). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ERSGX (38.00). ERSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 4.92 vs. ERSGX (-5.44). ERSGX return over 5 years is better than : 14.27 vs. WCMNX (11.62).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | 1.46 | 1.24 | 118% |
| Annual Report Gross Expense Ratio | 1.61 | 2.04 | 79% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -3.817 | 7.486 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 4.92 | -111% |
| Returns for 3 years | 16.77 | 36.13 | 46% |
| Returns for 5 years | 14.27 | 11.62 | 123% |
| Returns for 10 years | 0.52 | N/A | - |
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