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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$15.69
Change+$0.06 (+0.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.93
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
ETEGX vs WCMNX Comparison Chart
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ETEGX vs. WCMNX commentary
Dec 27, 2024
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: 184M vs. WCMNX (40.7M). 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 : 10.23 vs. WCMNX (4.44). WCMNX return over 5 years is better than : 23.26 vs. ETEGX (19.31).
| 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 | 11.327 | 5.984 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 40.7M | 452% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 10.23 | 4.44 | 230% |
| Returns for 3 years | 1.32 | -6.44 | -21% |
| Returns for 5 years | 19.31 | 23.26 | 83% |
| Returns for 10 years | 1.32 | N/A | - |
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