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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets175.61M
WCM Small Cap Growth Investor
Price$12.01
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets42.66M
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Jun 05, 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: 176M vs. WCMNX (42.7M). 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. ERSGX annual gain was more profitable for investors over the last year : 4.25 vs. WCMNX (-0.42). ERSGX return over 5 years is better than : 19.44 vs. WCMNX (11.88).
| 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 | -2.776 | -5.753 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 42.7M | 412% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 4.25 | -0.42 | -1,022% |
| Returns for 3 years | 9.98 | 11.67 | 85% |
| Returns for 5 years | 19.44 | 11.88 | 164% |
| Returns for 10 years | -6.08 | N/A | - |
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