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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.70
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets171.14M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 171M vs. WCMNX (42.1M). ERSGX pays higher dividends than WCMNX: ERSGX (0.10) vs WCMNX (0.00). ERSGX was incepted earlier than WCMNX: ERSGX (16 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than ERSGX (1.63). 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 : -1.52 vs. WCMNX (-7.10). ERSGX return over 5 years is better than : 29.67 vs. WCMNX (19.77).
| 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 | 6 years | - |
| Gain YTD | -6.315 | -9.299 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 42.1M | 406% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | -1.52 | -7.10 | 21% |
| Returns for 3 years | 9.76 | 14.99 | 65% |
| Returns for 5 years | 29.67 | 19.77 | 150% |
| Returns for 10 years | -15.07 | N/A | - |
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