Interact to see
Advertisement
Advertisement
ERSGX vs WCMLX
ERSGX vs WCMLX Comparison
Open Charts ERSGX vs WCMLX
Eaton Vance Small-Cap R
Price$13.64
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
ERSGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. WCMLX commentary
Oct 18, 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 ERSGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 160M vs. WCMLX (43.1M). ERSGX pays higher dividends than WCMLX: ERSGX (0.09) vs WCMLX (0.00). 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 : 1.70 vs. ERSGX (-8.87). ERSGX return over 5 years is better than : 13.86 vs. WCMLX (12.48).
| 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 | -5.344 | 7.232 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 43.1M | 371% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -8.87 | 1.70 | -523% |
| Returns for 3 years | 13.95 | 33.88 | 41% |
| Returns for 5 years | 13.86 | 12.48 | 111% |
| Returns for 10 years | -1.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement