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ETEGX vs WCMLX
ETEGX vs WCMLX Comparison
Open Charts ETEGX vs WCMLX
Eaton Vance Small-Cap A
Price$13.93
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
ETEGX vs WCMLX Comparison Chart
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ETEGX vs. WCMLX commentary
Apr 18, 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 ETEGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 177M vs. WCMLX (38.8M). ETEGX pays higher dividends than WCMLX: ETEGX (0.13) vs WCMLX (0.00). ETEGX was incepted earlier than WCMLX: ETEGX (28 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ETEGX (1.38). WCMLX is a more actively managed with annual turnover of: 48.00 vs. ETEGX (42.00). ETEGX has a lower initial minimum investment than WCMLX: ETEGX (1000) vs WCMLX (100000). ETEGX annual gain was more profitable for investors over the last year : -0.96 vs. WCMLX (-12.36). ETEGX return over 5 years is better than : 32.17 vs. WCMLX (23.25).
| ETEGX | WCMLX | ETEGX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.38 | 1.86 | 74% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -10.058 | -16.719 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 38.8M | 456% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | -0.96 | -12.36 | 8% |
| Returns for 3 years | -2.93 | -8.07 | 36% |
| Returns for 5 years | 32.17 | 23.25 | 138% |
| Returns for 10 years | -15.19 | N/A | - |