Interact to see
Advertisement
Advertisement
LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$24.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.1B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
LCGRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. WCMLX commentary
Nov 20, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.11B vs. WCMLX (41.3M). 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 : -3.04 vs. LCGRX (-6.84). WCMLX return over 5 years is better than : -0.83 vs. LCGRX (-14.15).
| 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 | 0.120 | 1.788 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 41.3M | 5,097% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.84 | -3.04 | 225% |
| Returns for 3 years | 12.81 | 21.43 | 60% |
| Returns for 5 years | -14.15 | -0.83 | 1,698% |
| Returns for 10 years | 11.79 | N/A | - |