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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.37
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets121.9M
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
ETMGX vs WCMNX Comparison Chart
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ETMGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 122M vs. WCMNX (42.3M). ETMGX pays higher dividends than WCMNX: ETMGX (0.15) vs WCMNX (0.00). ETMGX was incepted earlier than WCMNX: ETMGX (28 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ETMGX (1.13). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ETMGX (34.00). ETMGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. ETMGX annual gain was more profitable for investors over the last year : -0.32 vs. WCMNX (-5.47). ETMGX return over 5 years is better than : 38.00 vs. WCMNX (17.13).
| ETMGX | WCMNX | ETMGX / WCMNX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -4.299 | -7.329 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -5.47 | 6% |
| Returns for 3 years | 12.90 | 15.07 | 86% |
| Returns for 5 years | 38.00 | 17.13 | 222% |
| Returns for 10 years | 19.33 | N/A | - |
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