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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$37.44
Change+$0.56 (+1.52%)
VolumeN/A
Net Assets2.16B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
LMOIX vs WCMLX Comparison Chart
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LMOIX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.16B vs. WCMLX (42.1M). LMOIX (0.00) and WCMLX (0.00) have matching dividends . LMOIX was incepted earlier than WCMLX: LMOIX (17 years) vs WCMLX (6 years). WCMLX (1.86) 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). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. LMOIX (-7.22). WCMLX return over 5 years is better than : 21.31 vs. LMOIX (1.97).
| LMOIX | WCMLX | LMOIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.86 | 42% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -7.363 | -9.253 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 42.1M | 5,138% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.22 | -6.86 | 105% |
| Returns for 3 years | -1.95 | 15.89 | -12% |
| Returns for 5 years | 1.97 | 21.31 | 9% |
| Returns for 10 years | 24.12 | N/A | - |
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