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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets116.19M
WCM Small Cap Growth Investor
Price$13.65
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets43.69M
ETMGX vs WCMNX Comparison Chart in %
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ETMGX vs. WCMNX commentary
Dec 04, 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 ETMGX is a Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 116M vs. WCMNX (43.7M). ETMGX pays higher dividends than WCMNX: ETMGX (0.15) vs WCMNX (0.00). ETMGX was incepted earlier than WCMNX: ETMGX (28 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ETMGX (1.13). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ETMGX (34.00). ETMGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -1.37 vs. ETMGX (-15.39). ETMGX return over 5 years is better than : 6.95 vs. WCMNX (0.74).
| ETMGX | WCMNX | ETMGX / WCMNX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -6.495 | 7.486 | -87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 43.7M | 265% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -15.39 | -1.37 | 1,121% |
| Returns for 3 years | 2.48 | 21.03 | 12% |
| Returns for 5 years | 6.95 | 0.74 | 941% |
| Returns for 10 years | 23.83 | N/A | - |
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