Ad is loading...
ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$13.93
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets176.63M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
ETEGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETEGX vs. WCMNX commentary
Apr 18, 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: 177M vs. WCMNX (38.8M). ETEGX pays higher dividends than WCMNX: ETEGX (0.13) vs WCMNX (0.00). ETEGX was incepted earlier than WCMNX: ETEGX (28 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ETEGX (1.38). 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 : -0.96 vs. WCMNX (-12.50). ETEGX return over 5 years is better than : 32.17 vs. WCMNX (21.77).
| ETEGX | WCMNX | ETEGX / WCMNX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.38 | 2.11 | 65% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -10.058 | -16.706 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 38.8M | 456% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | -0.96 | -12.50 | 8% |
| Returns for 3 years | -2.93 | -8.72 | 34% |
| Returns for 5 years | 32.17 | 21.77 | 148% |
| Returns for 10 years | -15.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...