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ETEGX vs WCMLX
ETEGX vs WCMLX Comparison
Open Charts ETEGX vs WCMLX
Eaton Vance Small-Cap A
Price$15.17
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets171.14M
WCM Small Cap Growth Institutional
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets43.37M
ETEGX vs WCMLX Comparison Chart
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ETEGX vs. WCMLX commentary
May 14, 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: 171M vs. WCMLX (43.4M). ETEGX pays higher dividends than WCMLX: ETEGX (0.13) vs WCMLX (0.00). ETEGX was incepted earlier than WCMLX: ETEGX (28 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ETEGX (1.36). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ETEGX (38.00). 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 : 3.53 vs. WCMLX (-2.63). ETEGX return over 5 years is better than : 47.85 vs. WCMLX (33.33).
| ETEGX | WCMLX | ETEGX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.36 | 1.79 | 76% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.687 | -4.821 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 43.4M | 394% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | 3.53 | -2.63 | -135% |
| Returns for 3 years | 16.00 | 15.47 | 103% |
| Returns for 5 years | 47.85 | 33.33 | 144% |
| Returns for 10 years | -7.02 | N/A | - |
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