ERSGX
Price
$14.41
Change
+$0.10 (+0.70%)
Updated
Jul 3 closing price
Net Assets
177.54M
WCMNX
Price
$12.56
Change
+$0.12 (+0.96%)
Updated
Jul 3 closing price
Net Assets
42.98M
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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$14.41
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets177.54M
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 178M vs. WCMNX (43M). 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 : 7.15 vs. WCMNX (2.70). ERSGX return over 5 years is better than : 30.28 vs. WCMNX (20.31).
ERSGXWCMNXERSGX / WCMNX
Total Expense Ratio1.461.24118%
Annual Report Gross Expense Ratio1.612.0479%
Fund Existence16 years6 years-
Gain YTD0.000-1.024-
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets178M43M414%
Annual Yield % from dividends0.090.00-
Returns for 1 year7.152.70265%
Returns for 3 years18.9025.1075%
Returns for 5 years30.2820.31149%
Returns for 10 years-2.62N/A-
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