Ad is loading...
Ad is loading...
LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$26.32
Change-$0.37 (-1.39%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
LCGRX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. WCMLX commentary
Nov 18, 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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.39B vs. WCMLX (40.7M). 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 : 24.98 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. LCGRX (4.78).
| 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 | 16.254 | 8.110 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 40.7M | 5,870% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.98 | 20.96 | 119% |
| Returns for 3 years | -27.93 | -17.51 | 159% |
| Returns for 5 years | 4.78 | 30.30 | 16% |
| Returns for 10 years | 7.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers