ERSGX
Price
$13.84
Change
+$0.15 (+1.10%)
Updated
Sep 26 closing price
Net Assets
187.55M
WCMNX
Price
$13.54
Change
+$0.13 (+0.97%)
Updated
Sep 26 closing price
Net Assets
44.82M
Interact to see
Advertisement

ERSGX vs WCMNX

Header iconERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNXBanner chart's image
Eaton Vance Small-Cap R
Price$13.84
Change+$0.15 (+1.10%)
VolumeN/A
Net Assets187.55M
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.82M
ERSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ERSGX vs. WCMNX commentary
Sep 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 188M vs. WCMNX (44.8M). 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 : 3.83 vs. ERSGX (-5.83). ERSGX return over 5 years is better than : 25.24 vs. WCMNX (22.64).
ERSGXWCMNXERSGX / WCMNX
Total Expense Ratio1.461.24118%
Annual Report Gross Expense Ratio1.612.0479%
Fund Existence16 years6 years-
Gain YTD-3.9566.698-59%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets188M44.8M420%
Annual Yield % from dividends0.090.00-
Returns for 1 year-5.833.83-152%
Returns for 3 years21.8339.5955%
Returns for 5 years25.2422.64111%
Returns for 10 years4.31N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JGAQX38.730.36
+0.94%
JPMorgan Value Advantage R2
ECDIX18.600.15
+0.81%
Eaton Vance Global Equity Income C
GCEJX10.180.06
+0.59%
Goldman Sachs Clean Energy Income Inv
FTCHX72.040.21
+0.29%
Invesco Technology Investor
VGLSX11.260.03
+0.27%
VALIC Company I Global Strategy