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LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$21.15
Change-$1.53 (-6.75%)
VolumeN/A
Net Assets2.09B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
LCGRX vs WCMLX Comparison Chart
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LCGRX vs. WCMLX commentary
Apr 04, 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: 2.09B vs. WCMLX (41.6M). LCGRX (0.00) and WCMLX (0.00) have matching dividends . LCGRX was incepted earlier than WCMLX: LCGRX (28 years) vs WCMLX (5 years). WCMLX (1.86) 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 : -4.18 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. LCGRX (35.24).
| LCGRX | WCMLX | LCGRX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.86 | 64% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -8.916 | -9.253 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 41.6M | 5,019% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.18 | -9.95 | 42% |
| Returns for 3 years | -7.28 | -6.42 | 113% |
| Returns for 5 years | 35.24 | 62.99 | 56% |
| Returns for 10 years | -0.70 | N/A | - |
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