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LCGRX vs WCMNX
LCGRX vs WCMNX Comparison
Open Charts LCGRX vs WCMNX
Loomis Sayles Small Cap Growth Retail
Price$24.41
Change-$0.76 (-3.02%)
VolumeN/A
Net Assets2.27B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
LCGRX vs WCMNX Comparison Chart
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LCGRX vs. WCMNX commentary
Feb 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.27B vs. WCMNX (40.2M). 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 : 4.49 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. LCGRX (-2.44).
| 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 | -1.968 | -1.497 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 40.2M | 5,649% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.49 | -1.65 | -272% |
| Returns for 3 years | 4.27 | 6.38 | 67% |
| Returns for 5 years | -2.44 | 13.84 | -18% |
| Returns for 10 years | 8.83 | N/A | - |
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