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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.95
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets170.68M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
ETEGX vs WCMNX Comparison Chart
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ETEGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 171M vs. WCMNX (42.3M). ETEGX pays higher dividends than WCMNX: ETEGX (0.10) vs WCMNX (0.00). ETEGX was incepted earlier than WCMNX: ETEGX (28 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. ETEGX (42.00). ETEGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ETEGX annual gain was more profitable for investors over the last year : 15.08 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. ETEGX (22.21).
| ETEGX | WCMNX | ETEGX / WCMNX | |
| 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 | 5.516 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 10.48 | 144% |
| Returns for 3 years | 10.17 | 9.48 | 107% |
| Returns for 5 years | 22.21 | 27.04 | 82% |
| Returns for 10 years | 5.42 | N/A | - |
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