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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$45.06
Change+$0.63 (+1.42%)
VolumeN/A
Net Assets2.33B
WCM Small Cap Growth Institutional
Price$14.13
Change+$0.28 (+2.02%)
VolumeN/A
Net Assets43.32M
LMOIX vs WCMLX Comparison Chart in %
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LMOIX vs. WCMLX commentary
Oct 24, 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 Hold.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.33B vs. WCMLX (43.3M). 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 : 6.78 vs. WCMLX (5.24). WCMLX return over 5 years is better than : 13.15 vs. LMOIX (-7.21).
| 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 | 12.027 | 7.698 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 43.3M | 5,383% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.78 | 5.24 | 129% |
| Returns for 3 years | 23.76 | 37.26 | 64% |
| Returns for 5 years | -7.21 | 13.15 | -55% |
| Returns for 10 years | 59.30 | N/A | - |
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