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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.64
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 160M vs. WCMNX (43.1M). ERSGX pays higher dividends than WCMNX: ERSGX (0.09) 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 : 1.42 vs. ERSGX (-8.87). ERSGX return over 5 years is better than : 13.86 vs. WCMNX (11.12).
| 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 | -5.344 | 7.092 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 1.42 | -625% |
| Returns for 3 years | 13.95 | 32.97 | 42% |
| Returns for 5 years | 13.86 | 11.12 | 125% |
| Returns for 10 years | -1.50 | N/A | - |
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