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ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$13.65
Change-$0.16 (-1.16%)
VolumeN/A
Net Assets142.34M
WCM Small Cap Growth Investor
Price$13.60
Change-$0.14 (-1.02%)
VolumeN/A
Net Assets46.63M
ERSGX vs WCMNX Comparison Chart in %
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ERSGX vs. WCMNX commentary
Feb 04, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 142M vs. WCMNX (46.6M). ERSGX (0.00) and WCMNX (0.00) have matching dividends . ERSGX was incepted earlier than WCMNX: ERSGX (17 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 : 6.30 vs. ERSGX (-12.48). WCMNX return over 5 years is better than : -5.28 vs. ERSGX (-10.54).
| ERSGX | WCMNX | ERSGX / WCMNX | |
| Total Expense Ratio | 1.46 | 1.24 | 118% |
| Annual Report Gross Expense Ratio | 1.61 | 2.04 | 79% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.597 | 5.830 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 46.6M | 305% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.48 | 6.30 | -198% |
| Returns for 3 years | -3.41 | 18.02 | -19% |
| Returns for 5 years | -10.54 | -5.28 | 199% |
| Returns for 10 years | 20.98 | N/A | - |
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