Interact to see
Advertisement
Advertisement
LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$24.81
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets2.13B
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets43.68M
LCGRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. WCMLX commentary
Jul 26, 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 LCGRX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.13B vs. WCMLX (43.7M). LCGRX (0.00) and WCMLX (0.00) have matching dividends . LCGRX was incepted earlier than WCMLX: LCGRX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than LCGRX (1.19). WCMLX is a more actively managed with annual turnover of: 83.00 vs. LCGRX (39.00). LCGRX has a lower initial minimum investment than WCMLX: LCGRX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 0.23 vs. LCGRX (-0.36). WCMLX return over 5 years is better than : 22.98 vs. LCGRX (1.27).
| LCGRX | WCMLX | LCGRX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -1.004 | 0.700 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 43.7M | 4,883% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.36 | 0.23 | -157% |
| Returns for 3 years | 16.77 | 21.94 | 76% |
| Returns for 5 years | 1.27 | 22.98 | 6% |
| Returns for 10 years | 3.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement