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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.55
Change+$0.34 (+1.13%)
VolumeN/A
Net Assets128.76M
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.45M
ETMGX vs WCMNX Comparison Chart in %
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ETMGX vs. WCMNX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 129M vs. WCMNX (44.4M). ETMGX pays higher dividends than WCMNX: ETMGX (0.14) 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. WCMNX annual gain was more profitable for investors over the last year : 2.84 vs. ETMGX (-7.49). ETMGX return over 5 years is better than : 29.07 vs. WCMNX (21.47).
| 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 | -5.209 | 5.674 | -92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 44.4M | 291% |
| Annual Yield % from dividends | 0.14 | 0.00 | - |
| Returns for 1 year | -7.49 | 2.84 | -264% |
| Returns for 3 years | 19.69 | 38.25 | 51% |
| Returns for 5 years | 29.07 | 21.47 | 135% |
| Returns for 10 years | 31.87 | N/A | - |
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