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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets39.09M
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Apr 19, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 177M vs. WCMNX (39.1M). ERSGX pays higher dividends than WCMNX: ERSGX (0.09) vs WCMNX (0.00). ERSGX was incepted earlier than WCMNX: ERSGX (16 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ERSGX (1.63). WCMNX is a more actively managed with annual turnover of: 48.00 vs. ERSGX (42.00). ERSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ERSGX annual gain was more profitable for investors over the last year : -1.44 vs. WCMNX (-11.67). ERSGX return over 5 years is better than : 29.74 vs. WCMNX (22.93).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | 1.46 | 1.24 | 118% |
| Annual Report Gross Expense Ratio | 1.63 | 2.11 | 77% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -10.132 | -15.918 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 39.1M | 453% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -1.44 | -11.67 | 12% |
| Returns for 3 years | -3.85 | -7.86 | 49% |
| Returns for 5 years | 29.74 | 22.93 | 130% |
| Returns for 10 years | -19.40 | N/A | - |
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