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LCGRX vs WCMNX
LCGRX vs WCMNX Comparison
Open Charts LCGRX vs WCMNX
Loomis Sayles Small Cap Growth Retail
Price$23.10
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.08B
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
LCGRX vs WCMNX Comparison Chart
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LCGRX vs. WCMNX commentary
May 23, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.08B vs. WCMNX (42.3M). LCGRX (0.00) and WCMNX (0.00) have matching dividends . LCGRX was incepted earlier than WCMNX: LCGRX (28 years) vs WCMNX (6 years). WCMNX (2.04) 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 : -3.67 vs. WCMNX (-5.47). WCMNX return over 5 years is better than : 17.13 vs. LCGRX (3.63).
| LCGRX | WCMNX | LCGRX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.19 | 2.04 | 58% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -7.149 | -7.329 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 42.3M | 4,920% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.67 | -5.47 | 67% |
| Returns for 3 years | 12.56 | 15.07 | 83% |
| Returns for 5 years | 3.63 | 17.13 | 21% |
| Returns for 10 years | 1.58 | N/A | - |
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