Interact to see
Advertisement
Advertisement
ERSGX vs WCMNX
ERSGX vs WCMNX Comparison
Open Charts ERSGX vs WCMNX
Eaton Vance Small-Cap R
Price$12.85
Change+$0.15 (+1.18%)
VolumeN/A
Net Assets139.58M
WCM Small Cap Growth Investor
Price$13.94
Change+$0.22 (+1.60%)
VolumeN/A
Net Assets44.21M
ERSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. WCMNX commentary
Jan 07, 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 Buy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
ERSGX has more cash in the bank: 140M vs. WCMNX (44.2M). ERSGX (0.00) and WCMNX (0.00) have matching dividends . 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 : 7.15 vs. ERSGX (-11.74). WCMNX return over 5 years is better than : -6.06 vs. ERSGX (-12.58).
| 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 | 2.419 | 2.878 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 44.2M | 317% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.74 | 7.15 | -164% |
| Returns for 3 years | 3.09 | 30.77 | 10% |
| Returns for 5 years | -12.58 | -6.06 | 207% |
| Returns for 10 years | 14.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement