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ETEGX vs WCMLX
ETEGX vs WCMLX Comparison
Open Charts ETEGX vs WCMLX
Eaton Vance Small-Cap A
Price$15.95
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets170.68M
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
ETEGX vs WCMLX Comparison Chart
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ETEGX vs. WCMLX 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 ETEGX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 171M vs. WCMLX (42.3M). 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 : 15.08 vs. WCMLX (10.78). WCMLX return over 5 years is better than : 28.63 vs. ETEGX (22.21).
| ETEGX | WCMLX | ETEGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 2.790 | 5.521 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 42.3M | 404% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 15.08 | 10.78 | 140% |
| Returns for 3 years | 10.17 | 10.33 | 98% |
| Returns for 5 years | 22.21 | 28.63 | 78% |
| Returns for 10 years | 5.42 | N/A | - |
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