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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.17
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets171.14M
WCM Small Cap Growth Investor
Price$12.09
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets43.37M
ETEGX vs WCMNX Comparison Chart
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ETEGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 171M vs. WCMNX (43.4M). ETEGX pays higher dividends than WCMNX: ETEGX (0.13) vs WCMNX (0.00). ETEGX was incepted earlier than WCMNX: ETEGX (28 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ETEGX (1.36). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ETEGX (38.00). ETEGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ETEGX annual gain was more profitable for investors over the last year : 3.53 vs. WCMNX (-2.82). ETEGX return over 5 years is better than : 47.85 vs. WCMNX (31.62).
| ETEGX | WCMNX | ETEGX / WCMNX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.36 | 2.04 | 67% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.687 | -4.886 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -2.82 | -125% |
| Returns for 3 years | 16.00 | 14.62 | 109% |
| Returns for 5 years | 47.85 | 31.62 | 151% |
| Returns for 10 years | -7.02 | N/A | - |
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