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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.26
Change-$0.54 (-1.75%)
VolumeN/A
Net Assets126.5M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets41.48M
ETMGX vs WCMNX Comparison Chart
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ETMGX vs. WCMNX commentary
Jun 15, 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: 126M vs. WCMNX (41.5M). 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 : 2.57 vs. WCMNX (-1.80). ETMGX return over 5 years is better than : 36.65 vs. WCMNX (21.54).
| 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 | -3.357 | -5.280 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 41.5M | 304% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 2.57 | -1.80 | -143% |
| Returns for 3 years | 19.02 | 26.00 | 73% |
| Returns for 5 years | 36.65 | 21.54 | 170% |
| Returns for 10 years | 18.70 | N/A | - |
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