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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.68
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets147.71M
WCM Small Cap Growth Investor
Price$13.85
Change+$0.20 (+1.47%)
VolumeN/A
Net Assets44.36M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 148M vs. WCMNX (44.4M). 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 : 0.65 vs. ERSGX (-13.45). ERSGX return over 5 years is better than : 2.10 vs. WCMNX (0.44).
| 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 | -5.066 | 9.141 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 44.4M | 333% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | -13.45 | 0.65 | -2,057% |
| Returns for 3 years | 4.60 | 22.89 | 20% |
| Returns for 5 years | 2.10 | 0.44 | 483% |
| Returns for 10 years | -2.13 | N/A | - |
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