Interact to see
Advertisement
Advertisement
ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.06
Change-$0.17 (-1.12%)
VolumeN/A
Net Assets179.69M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.37M
ETEGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ETEGX vs. WCMNX commentary
Aug 16, 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: 180M vs. WCMNX (44.4M). ETEGX pays higher dividends than WCMNX: ETEGX (0.13) 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 : 3.57 vs. ETEGX (0.98). ETEGX return over 5 years is better than : 20.19 vs. WCMNX (16.70).
| 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 | -1.168 | 2.994 | -39% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 44.4M | 405% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | 0.98 | 3.57 | 27% |
| Returns for 3 years | 6.74 | 9.19 | 73% |
| Returns for 5 years | 20.19 | 16.70 | 121% |
| Returns for 10 years | 0.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement