ETEGX
Price
$16.63
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
WCMLX
Price
$13.99
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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ETEGX vs WCMLX

Header iconETEGX vs WCMLX Comparison
Open Charts ETEGX vs WCMLXBanner chart's image
Eaton Vance Small-Cap A
Price$16.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ETEGX vs WCMLX Comparison Chart
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ETEGX vs. WCMLX commentary
Nov 14, 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 ETEGX is a StrongBuy and WCMLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 166M vs. WCMLX (43.4M). ETEGX pays higher dividends than WCMLX: ETEGX (0.10) vs WCMLX (0.00). ETEGX was incepted earlier than WCMLX: ETEGX (28 years) vs WCMLX (5 years). 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 : 28.95 vs. WCMLX (26.04). WCMLX return over 5 years is better than : 36.75 vs. ETEGX (23.59).
ETEGXWCMLXETEGX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years5 years-
Gain YTD17.86013.463133%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets166M43.4M382%
Annual Yield % from dividends0.100.00-
Returns for 1 year28.9526.04111%
Returns for 3 years-7.82-13.1160%
Returns for 5 years23.5936.7564%
Returns for 10 years-9.62N/A-
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