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ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$12.85
Change+$0.15 (+1.18%)
VolumeN/A
Net Assets139.58M
WCM Small Cap Growth Institutional
Price$14.16
Change+$0.22 (+1.58%)
VolumeN/A
Net Assets44.97M
ERSGX vs WCMLX Comparison Chart in %
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ERSGX vs. WCMLX commentary
Jan 07, 2026
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 ERSGX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 140M vs. WCMLX (45M). ERSGX (0.00) and WCMLX (0.00) have matching dividends . ERSGX was incepted earlier than WCMLX: ERSGX (16 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ERSGX (1.61). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ERSGX (38.00). ERSGX has a lower initial minimum investment than WCMLX: ERSGX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 7.44 vs. ERSGX (-11.74). WCMLX return over 5 years is better than : -4.84 vs. ERSGX (-12.58).
| ERSGX | WCMLX | ERSGX / WCMLX | |
| Total Expense Ratio | 1.46 | 0.99 | 147% |
| Annual Report Gross Expense Ratio | 1.61 | 1.79 | 90% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 2.419 | 2.907 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 45M | 311% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.74 | 7.44 | -158% |
| Returns for 3 years | 3.09 | 31.84 | 10% |
| Returns for 5 years | -12.58 | -4.84 | 260% |
| Returns for 10 years | 14.10 | N/A | - |
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