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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$41.40
Change+$0.45 (+1.10%)
VolumeN/A
Net Assets2.3B
WCM Small Cap Growth Institutional
Price$12.64
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets42.98M
LMOIX vs WCMLX Comparison Chart in %
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LMOIX vs. WCMLX commentary
Jul 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.3B vs. WCMLX (43M). 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 : 4.78 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. LMOIX (0.90).
| 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 | 4.387 | -0.933 | -470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 43M | 5,342% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.78 | 2.91 | 165% |
| Returns for 3 years | 15.19 | 26.01 | 58% |
| Returns for 5 years | 0.90 | 21.91 | 4% |
| Returns for 10 years | 38.37 | N/A | - |
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