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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.41
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets179.69M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
ETEGX vs WCMNX Comparison Chart in %
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ETEGX vs. WCMNX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 180M vs. WCMNX (45M). ETEGX pays higher dividends than WCMNX: ETEGX (0.12) vs WCMNX (0.00). ETEGX was incepted earlier than WCMNX: ETEGX (29 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. WCMNX annual gain was more profitable for investors over the last year : 7.31 vs. ETEGX (1.97). ETEGX return over 5 years is better than : 25.26 vs. WCMNX (20.52).
| ETEGX | WCMNX | ETEGX / WCMNX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.36 | 2.04 | 67% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 0.000 | 6.462 | - |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 45M | 400% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 1.97 | 7.31 | 27% |
| Returns for 3 years | 21.13 | 28.54 | 74% |
| Returns for 5 years | 25.26 | 20.52 | 123% |
| Returns for 10 years | 6.59 | N/A | - |
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