Ad is loading...
LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$24.41
Change-$0.76 (-3.02%)
VolumeN/A
Net Assets2.27B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
LCGRX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. WCMLX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.27B vs. WCMLX (40.2M). LCGRX (0.00) and WCMLX (0.00) have matching dividends . LCGRX was incepted earlier than WCMLX: LCGRX (28 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. LCGRX (37.00). LCGRX has a lower initial minimum investment than WCMLX: LCGRX (2500) vs WCMLX (100000). LCGRX annual gain was more profitable for investors over the last year : 4.49 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. LCGRX (-2.44).
| LCGRX | WCMLX | LCGRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -1.968 | -1.477 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 40.2M | 5,649% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.49 | -1.40 | -321% |
| Returns for 3 years | 4.27 | 7.19 | 59% |
| Returns for 5 years | -2.44 | 15.29 | -16% |
| Returns for 10 years | 8.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RRGIX | 7.16 | -0.06 | -0.83% |
| DWS RREEF Global Real Estate Secc Inst | |||
| RYVVX | 85.24 | -1.11 | -1.29% |
| Rydex S&P 500 Pure Value C | |||
| JSIVX | 23.38 | -0.51 | -2.13% |
| Janus Henderson Small Cap Value L | |||
| FICIX | 13.51 | -0.30 | -2.17% |
| Cantor Fitzgerald Large Cap Fcs Cl R6 | |||
| OTFCX | 42.05 | -1.22 | -2.82% |
| Invesco Discovery Large Cap C | |||