Interact to see
Advertisement
Advertisement
ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.30
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets154.81M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
ERSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. WCMNX commentary
Nov 14, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 155M vs. WCMNX (41.9M). ERSGX pays higher dividends than WCMNX: ERSGX (0.10) vs WCMNX (0.00). ERSGX was incepted earlier than WCMNX: ERSGX (16 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ERSGX (1.61). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ERSGX (38.00). ERSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -3.16 vs. ERSGX (-13.68). ERSGX return over 5 years is better than : 5.73 vs. WCMNX (3.45).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | 1.46 | 1.24 | 118% |
| Annual Report Gross Expense Ratio | 1.61 | 2.04 | 79% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -6.454 | 6.304 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 41.9M | 370% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | -13.68 | -3.16 | 433% |
| Returns for 3 years | 5.82 | 22.08 | 26% |
| Returns for 5 years | 5.73 | 3.45 | 166% |
| Returns for 10 years | -1.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement