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LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$25.95
Change-$1.01 (-3.75%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
LCGRX vs WCMLX Comparison Chart
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LCGRX vs. WCMLX commentary
Dec 19, 2024
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 Sell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.44B vs. WCMLX (41.8M). 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 : 18.14 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. LCGRX (2.98).
| 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 | 19.081 | 8.597 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 41.8M | 5,847% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.14 | 11.03 | 165% |
| Returns for 3 years | -18.08 | 0.30 | -6,034% |
| Returns for 5 years | 2.98 | 28.75 | 10% |
| Returns for 10 years | 8.06 | N/A | - |
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