Ad is loading...
ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$32.92
Change+$0.20 (+0.61%)
VolumeN/A
Net Assets134.41M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
ETMGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ETMGX vs. WCMNX commentary
Jan 31, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 134M vs. WCMNX (42.3M). ETMGX pays higher dividends than WCMNX: ETMGX (0.10) vs WCMNX (0.00). ETMGX was incepted earlier than WCMNX: ETMGX (27 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. ETMGX (38.00). ETMGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ETMGX annual gain was more profitable for investors over the last year : 14.16 vs. WCMNX (10.48). WCMNX (27.04) and ETMGX (26.09) have equivalent 5 years return.
| ETMGX | WCMNX | ETMGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 2.667 | 5.516 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 42.3M | 317% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 14.16 | 10.48 | 135% |
| Returns for 3 years | 8.14 | 9.48 | 86% |
| Returns for 5 years | 26.09 | 27.04 | 97% |
| Returns for 10 years | 40.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers