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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$13.94
Change-$0.69 (-4.72%)
VolumeN/A
Net Assets142.34M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ETEGX vs WCMNX Comparison Chart in %
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ETEGX vs. WCMNX commentary
Feb 05, 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 ETEGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 142M vs. WCMNX (47.1M). ETEGX pays higher dividends than WCMNX: ETEGX (0.08) vs WCMNX (0.00). ETEGX was incepted earlier than WCMNX: ETEGX (29 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ETEGX (1.36). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ETEGX (38.00). ETEGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. ETEGX (-11.02). WCMNX return over 5 years is better than : -6.49 vs. ETEGX (-10.13).
| ETEGX | WCMNX | ETEGX / WCMNX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.36 | 2.04 | 67% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 4.341 | 6.421 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 47.1M | 301% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -11.02 | 8.34 | -132% |
| Returns for 3 years | -2.15 | 18.68 | -11% |
| Returns for 5 years | -10.13 | -6.49 | 156% |
| Returns for 10 years | 27.12 | N/A | - |
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