LMOIX
Price
$36.97
Change
+$0.42 (+1.15%)
Updated
Sep 29, 6:59 PM EST
WCMLX
Price
$11.15
Change
-$0.05 (-0.45%)
Updated
Sep 29, 6:59 PM EST

Analysis and predictions LMOIX vs WCMLX

Header iconLMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLXBanner chart's image
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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VS
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).
LMOIXWCMLXLMOIX / WCMLX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.781.9440%
Fund Existence15 years4 years-
Gain YTD-0.9384.793-20%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.96B34.9M11,332%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.9412.0633%
Returns for 3 years-12.17-0.711,709%
Returns for 5 years-9.29N/A-
Returns for 10 years69.46N/A-
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