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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$41.61
Change+$0.24 (+0.58%)
VolumeN/A
Net Assets2.24B
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
LMOIX vs WCMLX Comparison Chart in %
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LMOIX vs. WCMLX commentary
Aug 08, 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 LMOIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.24B vs. WCMLX (43.7M). LMOIX (0.00) and WCMLX (0.00) have matching dividends . LMOIX was incepted earlier than WCMLX: LMOIX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than LMOIX (0.78). WCMLX is a more actively managed with annual turnover of: 83.00 vs. LMOIX (22.00). WCMLX has a lower initial minimum investment than LMOIX: WCMLX (100000) vs LMOIX (1000000). LMOIX annual gain was more profitable for investors over the last year : 9.18 vs. WCMLX (7.56). WCMLX return over 5 years is better than : 15.42 vs. LMOIX (-9.67).
| LMOIX | WCMLX | LMOIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.79 | 44% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.312 | 0.700 | 616% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 43.7M | 5,130% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.18 | 7.56 | 122% |
| Returns for 3 years | 0.83 | 11.25 | 7% |
| Returns for 5 years | -9.67 | 15.42 | -63% |
| Returns for 10 years | 37.17 | N/A | - |
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