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ETEGX vs WCMNX
ETEGX vs WCMNX Comparison
Open Charts ETEGX vs WCMNX
Eaton Vance Small-Cap A
Price$14.62
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets159.59M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
ETEGX vs WCMNX Comparison Chart in %
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ETEGX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ETEGX has more cash in the bank: 160M vs. WCMNX (43M). ETEGX pays higher dividends than WCMNX: ETEGX (0.13) 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 : 1.42 vs. ETEGX (-8.46). ETEGX return over 5 years is better than : 15.92 vs. WCMNX (11.12).
| 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 | -5.127 | 7.092 | -72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 1.42 | -597% |
| Returns for 3 years | 15.10 | 32.97 | 46% |
| Returns for 5 years | 15.92 | 11.12 | 143% |
| Returns for 10 years | 3.48 | N/A | - |
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