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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$29.15
Change+$2.17 (+8.04%)
VolumeN/A
Net Assets127.29M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets39.93M
ETMGX vs WCMNX Comparison Chart
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ETMGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 127M vs. WCMNX (39.9M). ETMGX pays higher dividends than WCMNX: ETMGX (0.15) vs WCMNX (0.00). ETMGX was incepted earlier than WCMNX: ETMGX (28 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ETMGX (1.14). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -12.60 vs. WCMNX (-23.23). ETMGX return over 5 years is better than : 26.94 vs. WCMNX (15.96).
| ETMGX | WCMNX | ETMGX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 2.11 | 54% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -15.344 | -22.143 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -23.23 | 54% |
| Returns for 3 years | -10.00 | -15.70 | 64% |
| Returns for 5 years | 26.94 | 15.96 | 169% |
| Returns for 10 years | 6.09 | N/A | - |
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