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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$31.51
Change-$0.33 (-1.04%)
VolumeN/A
Net Assets140.03M
WCM Small Cap Growth Investor
Price$11.94
Change-$0.44 (-3.55%)
VolumeN/A
Net Assets40.12M
ETMGX vs WCMNX Comparison Chart
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ETMGX vs. WCMNX commentary
Mar 04, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 140M vs. WCMNX (40.1M). 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 : 5.05 vs. WCMNX (-3.88). ETMGX return over 5 years is better than : 33.64 vs. WCMNX (26.71).
| 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 | -0.094 | -2.443 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 40.1M | 349% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 5.05 | -3.88 | -130% |
| Returns for 3 years | 4.68 | 3.60 | 130% |
| Returns for 5 years | 33.64 | 26.71 | 126% |
| Returns for 10 years | 28.38 | N/A | - |
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