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ETMGX vs WCMLX
ETMGX vs WCMLX Comparison
Open Charts ETMGX vs WCMLX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.37
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets121.9M
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets42.34M
ETMGX vs WCMLX Comparison Chart
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ETMGX vs. WCMLX commentary
May 23, 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 ETMGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 122M vs. WCMLX (42.3M). ETMGX pays higher dividends than WCMLX: ETMGX (0.15) vs WCMLX (0.00). ETMGX was incepted earlier than WCMLX: ETMGX (28 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ETMGX (1.13). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ETMGX (34.00). ETMGX has a lower initial minimum investment than WCMLX: ETMGX (1000) vs WCMLX (100000). ETMGX annual gain was more profitable for investors over the last year : -0.32 vs. WCMLX (-5.25). ETMGX return over 5 years is better than : 38.00 vs. WCMLX (18.61).
| ETMGX | WCMLX | ETMGX / WCMLX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -4.299 | -7.309 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 42.3M | 288% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -0.32 | -5.25 | 6% |
| Returns for 3 years | 12.90 | 15.95 | 81% |
| Returns for 5 years | 38.00 | 18.61 | 204% |
| Returns for 10 years | 19.33 | N/A | - |
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