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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$14.14
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets172.6M
WCM Small Cap Growth Investor
Price$11.66
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets42.14M
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Mar 10, 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: 173M vs. WCMNX (42.1M). 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 : 2.18 vs. WCMNX (-11.13). ERSGX return over 5 years is better than : 24.36 vs. WCMNX (21.58).
| 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 | -1.874 | -8.117 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 42.1M | 411% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 2.18 | -11.13 | -20% |
| Returns for 3 years | 7.78 | 3.74 | 208% |
| Returns for 5 years | 24.36 | 21.58 | 113% |
| Returns for 10 years | -7.92 | N/A | - |
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