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LKSCX vs WCMNX
LKSCX vs WCMNX Comparison
Open Charts LKSCX vs WCMNX
LKCM Small Cap Equity Instl
Price$18.50
Change-$1.27 (-6.42%)
VolumeN/A
Net Assets273.08M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
LKSCX vs WCMNX Comparison Chart
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LKSCX 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 LKSCX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LKSCX has more cash in the bank: 273M vs. WCMNX (41.6M). LKSCX (0.00) and WCMNX (0.00) have matching dividends . LKSCX was incepted earlier than WCMNX: LKSCX (31 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than LKSCX (1.08). WCMNX is a more actively managed with annual turnover of: 48.00 vs. LKSCX (28.00). WCMNX has a lower initial minimum investment than LKSCX: WCMNX (1000) vs LKSCX (2000). LKSCX annual gain was more profitable for investors over the last year : -5.27 vs. WCMNX (-10.22). LKSCX return over 5 years is better than : 87.04 vs. WCMNX (60.98).
| LKSCX | WCMNX | LKSCX / WCMNX | |
| Total Expense Ratio | 1.01 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 2.11 | 51% |
| Fund Existence | 31 years | 5 years | - |
| Gain YTD | -5.991 | -9.299 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 41.6M | 656% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.27 | -10.22 | 52% |
| Returns for 3 years | 0.20 | -7.10 | -3% |
| Returns for 5 years | 87.04 | 60.98 | 143% |
| Returns for 10 years | -21.39 | N/A | - |
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