Analysis and predictions LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$36.97
Change+$0.42 (+1.15%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$11.15
Change-$0.05 (-0.45%)
VolumeN/A
CapitalizationN/A
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LMOIX vs WCMLX Comparison Chart
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LMOIX vs. WCMLX commentary
Oct 01, 2023
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 Sell and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 3.96B vs. WCMLX (34.9M). LMOIX (0.00) and WCMLX (0.00) have matching dividends . LMOIX was incepted earlier than WCMLX: LMOIX (15 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than LMOIX (0.78). WCMLX is a more actively managed with annual turnover of: 45.00 vs. LMOIX (9.00). 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 : 12.06 vs. LMOIX (3.94).
| LMOIX | WCMLX | LMOIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.94 | 40% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -0.938 | 4.793 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 34.9M | 11,332% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.94 | 12.06 | 33% |
| Returns for 3 years | -12.17 | -0.71 | 1,709% |
| Returns for 5 years | -9.29 | N/A | - |
| Returns for 10 years | 69.46 | N/A | - |
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