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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$14.12
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets177.54M
WCM Small Cap Growth Investor
Price$12.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.18M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 178M vs. WCMNX (44.2M). 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 : -0.15 vs. ERSGX (-2.26). ERSGX return over 5 years is better than : 21.30 vs. WCMNX (19.74).
| 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 | -1.596 | 1.812 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 44.2M | 403% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -2.26 | -0.15 | 1,461% |
| Returns for 3 years | 9.00 | 15.98 | 56% |
| Returns for 5 years | 21.30 | 19.74 | 108% |
| Returns for 10 years | -3.72 | N/A | - |
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