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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.29
Change-$0.16 (-1.04%)
VolumeN/A
Net Assets178.05M
WCM Small Cap Growth Investor
Price$11.94
Change-$0.44 (-3.55%)
VolumeN/A
Net Assets40.12M
ETEGX vs WCMNX Comparison Chart
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ETEGX vs. WCMNX commentary
Mar 04, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 178M vs. WCMNX (40.1M). 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 : 6.38 vs. WCMNX (-3.88). ETEGX return over 5 years is better than : 29.47 vs. WCMNX (26.71).
| 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 | 0.260 | -2.443 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 40.1M | 444% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 6.38 | -3.88 | -164% |
| Returns for 3 years | 6.72 | 3.60 | 187% |
| Returns for 5 years | 29.47 | 26.71 | 110% |
| Returns for 10 years | -3.34 | N/A | - |
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