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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$14.91
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets170.68M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Jan 31, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 171M vs. WCMNX (42.3M). ERSGX (0.00) and WCMNX (0.00) have matching dividends . ERSGX was incepted earlier than WCMNX: ERSGX (16 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 : 14.55 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. ERSGX (20.02).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 2.776 | 5.516 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 42.3M | 404% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.55 | 10.48 | 139% |
| Returns for 3 years | 9.15 | 9.48 | 96% |
| Returns for 5 years | 20.02 | 27.04 | 74% |
| Returns for 10 years | 0.22 | N/A | - |
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