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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$31.49
Change-$0.28 (-0.88%)
VolumeN/A
Net Assets123.51M
WCM Small Cap Growth Investor
Price$13.21
Change-$0.12 (-0.90%)
VolumeN/A
Net Assets45.11M
ETMGX vs WCMNX Comparison Chart in %
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ETMGX vs. WCMNX commentary
Sep 03, 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: 124M vs. WCMNX (45.1M). 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 : 2.54 vs. ETMGX (-2.29). ETMGX return over 5 years is better than : 27.68 vs. WCMNX (17.96).
| 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 | -0.314 | 5.043 | -6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 45.1M | 275% |
| Annual Yield % from dividends | 0.14 | 0.00 | - |
| Returns for 1 year | -2.29 | 2.54 | -90% |
| Returns for 3 years | 18.61 | 25.99 | 72% |
| Returns for 5 years | 27.68 | 17.96 | 154% |
| Returns for 10 years | 33.18 | N/A | - |
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