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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$13.85
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets154.81M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
ETEGX vs WCMNX Comparison Chart in %
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ETEGX vs. WCMNX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 155M vs. WCMNX (41.3M). 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 : -2.36 vs. ETEGX (-15.06). ETEGX return over 5 years is better than : 2.74 vs. WCMNX (-2.21).
| 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 | -9.929 | 1.261 | -787% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 41.3M | 375% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | -15.06 | -2.36 | 639% |
| Returns for 3 years | 2.82 | 20.09 | 14% |
| Returns for 5 years | 2.74 | -2.21 | -124% |
| Returns for 10 years | -1.97 | N/A | - |
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