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LCGRX vs WCMNX
LCGRX vs WCMNX Comparison
Open Charts LCGRX vs WCMNX
Loomis Sayles Small Cap Growth Retail
Price$21.15
Change-$1.53 (-6.75%)
VolumeN/A
Net Assets2.09B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
LCGRX vs WCMNX Comparison Chart
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LCGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.09B vs. WCMNX (41.6M). LCGRX (0.00) and WCMNX (0.00) have matching dividends . LCGRX was incepted earlier than WCMNX: LCGRX (28 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than LCGRX (1.19). 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 : -4.18 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. LCGRX (35.24).
| LCGRX | WCMNX | LCGRX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.19 | 2.11 | 56% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -8.916 | -9.299 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -10.22 | 41% |
| Returns for 3 years | -7.28 | -7.10 | 102% |
| Returns for 5 years | 35.24 | 60.98 | 58% |
| Returns for 10 years | -0.70 | N/A | - |
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