Interact to see
Advertisement
Advertisement
EISGX vs WCMNX
EISGX vs WCMNX Comparison
Open Charts EISGX vs WCMNX
Eaton Vance Small-Cap I
Price$15.99
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets147.71M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
EISGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EISGX vs. WCMNX commentary
Dec 28, 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 EISGX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
EISGX has more cash in the bank: 148M vs. WCMNX (44.6M). EISGX pays higher dividends than WCMNX: EISGX (0.33) vs WCMNX (0.00). EISGX was incepted earlier than WCMNX: EISGX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than EISGX (1.11). WCMNX is a more actively managed with annual turnover of: 83.00 vs. EISGX (38.00). WCMNX has a lower initial minimum investment than EISGX: WCMNX (1000) vs EISGX (1000000). WCMNX annual gain was more profitable for investors over the last year : 7.04 vs. EISGX (-11.90). EISGX return over 5 years is better than : -3.36 vs. WCMNX (-5.40).
| EISGX | WCMNX | EISGX / WCMNX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.11 | 2.04 | 54% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -10.320 | 9.062 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 44.6M | 332% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | -11.90 | 7.04 | -169% |
| Returns for 3 years | 9.73 | 32.95 | 30% |
| Returns for 5 years | -3.36 | -5.40 | 62% |
| Returns for 10 years | 20.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers