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ETEGX vs WCMLX
ETEGX vs WCMLX Comparison
Open Charts ETEGX vs WCMLX
Eaton Vance Small-Cap A
Price$14.62
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
ETEGX vs WCMLX Comparison Chart in %
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ETEGX vs. WCMLX commentary
Oct 19, 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 ETEGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 160M vs. WCMLX (43M). ETEGX pays higher dividends than WCMLX: ETEGX (0.13) vs WCMLX (0.00). ETEGX was incepted earlier than WCMLX: ETEGX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ETEGX (1.36). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ETEGX (38.00). ETEGX has a lower initial minimum investment than WCMLX: ETEGX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. ETEGX (-8.46). ETEGX return over 5 years is better than : 15.92 vs. WCMLX (12.48).
| ETEGX | WCMLX | ETEGX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.36 | 1.79 | 76% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -5.127 | 7.232 | -71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 43M | 372% |
| Annual Yield % from dividends | 0.13 | 0.00 | - |
| Returns for 1 year | -8.46 | 1.70 | -499% |
| Returns for 3 years | 15.10 | 33.88 | 45% |
| Returns for 5 years | 15.92 | 12.48 | 128% |
| Returns for 10 years | 3.48 | N/A | - |
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