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LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$23.10
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.08B
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets42.34M
LCGRX vs WCMLX Comparison Chart
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LCGRX vs. WCMLX commentary
May 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.08B vs. WCMLX (42.3M). LCGRX (0.00) and WCMLX (0.00) have matching dividends . LCGRX was incepted earlier than WCMLX: LCGRX (28 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than LCGRX (1.19). 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 : -3.67 vs. WCMLX (-5.25). WCMLX return over 5 years is better than : 18.61 vs. LCGRX (3.63).
| LCGRX | WCMLX | LCGRX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -7.149 | -7.309 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 42.3M | 4,920% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.67 | -5.25 | 70% |
| Returns for 3 years | 12.56 | 15.95 | 79% |
| Returns for 5 years | 3.63 | 18.61 | 20% |
| Returns for 10 years | 1.58 | N/A | - |
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