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LCGRX vs WCMNX
LCGRX vs WCMNX Comparison
Open Charts LCGRX vs WCMNX
Loomis Sayles Small Cap Growth Retail
Price$25.81
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.42B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
LCGRX vs WCMNX Comparison Chart
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LCGRX vs. WCMNX commentary
Jan 19, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.42B vs. WCMNX (41.8M). LCGRX (0.00) and WCMNX (0.00) have matching dividends . LCGRX was incepted earlier than WCMNX: LCGRX (28 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. LCGRX (37.00). WCMNX has a lower initial minimum investment than LCGRX: WCMNX (1000) vs LCGRX (2500). LCGRX annual gain was more profitable for investors over the last year : 16.68 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. LCGRX (3.24).
| LCGRX | WCMNX | LCGRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 3.655 | 4.649 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 41.8M | 5,797% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.68 | 11.60 | 144% |
| Returns for 3 years | 3.65 | 6.92 | 53% |
| Returns for 5 years | 3.24 | 21.39 | 15% |
| Returns for 10 years | 24.45 | N/A | - |
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