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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$14.67
Change+$0.05 (+0.34%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.93
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
ERSGX vs WCMNX Comparison Chart
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ERSGX vs. WCMNX commentary
Dec 28, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 184M vs. WCMNX (40.7M). 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 : 9.74 vs. WCMNX (4.44). WCMNX return over 5 years is better than : 23.26 vs. ERSGX (17.18).
| 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 | 10.812 | 5.984 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 40.7M | 452% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.74 | 4.44 | 219% |
| Returns for 3 years | 0.36 | -6.44 | -6% |
| Returns for 5 years | 17.18 | 23.26 | 74% |
| Returns for 10 years | -3.72 | N/A | - |
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