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ETMGX vs WCMLX
ETMGX vs WCMLX Comparison
Open Charts ETMGX vs WCMLX
Eaton Vance Tx-Mgd Small-Cap A
Price$29.15
Change+$2.17 (+8.04%)
VolumeN/A
Net Assets127.29M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
ETMGX vs WCMLX Comparison Chart
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ETMGX vs. WCMLX commentary
Apr 11, 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: 127M vs. WCMLX (39.9M). ETMGX pays higher dividends than WCMLX: ETMGX (0.15) vs WCMLX (0.00). ETMGX was incepted earlier than WCMLX: ETMGX (28 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ETMGX (1.14). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -12.60 vs. WCMLX (-23.04). ETMGX return over 5 years is better than : 26.94 vs. WCMLX (17.47).
| ETMGX | WCMLX | ETMGX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.86 | 61% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -15.344 | -22.084 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 39.9M | 318% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -12.60 | -23.04 | 55% |
| Returns for 3 years | -10.00 | -15.01 | 67% |
| Returns for 5 years | 26.94 | 17.47 | 154% |
| Returns for 10 years | 6.09 | N/A | - |
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