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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$15.82
Change+$0.23 (+1.48%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.74
Change+$0.18 (+1.33%)
VolumeN/A
CapitalizationN/A
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Nov 23, 2024
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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 166M vs. WCMNX (41.9M). ERSGX (0.00) and WCMNX (0.00) have matching dividends . ERSGX was incepted earlier than WCMNX: ERSGX (15 years) vs WCMNX (5 years). 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 : 27.68 vs. WCMNX (22.27). WCMNX return over 5 years is better than : 32.68 vs. ERSGX (21.23).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 17.660 | 11.148 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 41.9M | 396% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.68 | 22.27 | 124% |
| Returns for 3 years | -7.53 | -11.89 | 63% |
| Returns for 5 years | 21.23 | 32.68 | 65% |
| Returns for 10 years | -15.04 | N/A | - |