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ETMGX vs WCMNX
ETMGX vs WCMNX Comparison
Open Charts ETMGX vs WCMNX
Eaton Vance Tx-Mgd Small-Cap A
Price$30.13
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets121.33M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
ETMGX vs WCMNX Comparison Chart in %
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ETMGX vs. WCMNX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
ETMGX has more cash in the bank: 121M vs. WCMNX (43.1M). 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 : 1.42 vs. ETMGX (-9.23). ETMGX return over 5 years is better than : 18.67 vs. WCMNX (11.12).
| 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 | -5.460 | 7.092 | -77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 43.1M | 281% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -9.23 | 1.42 | -651% |
| Returns for 3 years | 13.29 | 32.97 | 40% |
| Returns for 5 years | 18.67 | 11.12 | 168% |
| Returns for 10 years | 26.51 | N/A | - |
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