ERSGX
Price
$14.12
Change
-$0.06 (-0.42%)
Updated
Jul 28 closing price
Net Assets
177.54M
WCMNX
Price
$12.92
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
44.18M
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ERSGX vs WCMNX

Header iconERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNXBanner chart's image
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.

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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).
ERSGXWCMNXERSGX / WCMNX
Total Expense Ratio1.461.24118%
Annual Report Gross Expense Ratio1.612.0479%
Fund Existence16 years6 years-
Gain YTD-1.5961.812-88%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets178M44.2M403%
Annual Yield % from dividends0.090.00-
Returns for 1 year-2.26-0.151,461%
Returns for 3 years9.0015.9856%
Returns for 5 years21.3019.74108%
Returns for 10 years-3.72N/A-
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