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LMOIX vs WCMNX
LMOIX vs WCMNX Comparison
Open Charts LMOIX vs WCMNX
ClearBridge Small Cap Growth IS
Price$37.44
Change+$0.56 (+1.52%)
VolumeN/A
Net Assets2.16B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
LMOIX vs WCMNX Comparison Chart
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LMOIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.16B vs. WCMNX (42.1M). LMOIX (0.00) and WCMNX (0.00) have matching dividends . LMOIX was incepted earlier than WCMNX: LMOIX (17 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than LMOIX (0.78). WCMNX is a more actively managed with annual turnover of: 83.00 vs. LMOIX (22.00). WCMNX has a lower initial minimum investment than LMOIX: WCMNX (1000) vs LMOIX (1000000). WCMNX (-7.10) and LMOIX (-7.22) have marching annual gain over last year. WCMNX return over 5 years is better than : 19.77 vs. LMOIX (1.97).
| LMOIX | WCMNX | LMOIX / WCMNX | |
| Total Expense Ratio | 0.78 | 1.24 | 63% |
| Annual Report Gross Expense Ratio | 0.78 | 2.11 | 37% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -7.363 | -9.299 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -7.10 | 102% |
| Returns for 3 years | -1.95 | 14.99 | -13% |
| Returns for 5 years | 1.97 | 19.77 | 10% |
| Returns for 10 years | 24.12 | N/A | - |
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