Compare trend and price LMOIX vs WCMNX
LMOIX vs WCMNX Comparison
Open Charts LMOIX vs WCMNX
ClearBridge Small Cap Growth IS
Price$36.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$11.09
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMOIX vs WCMNX Comparison Chart
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LMOIX vs. WCMNX commentary
Sep 30, 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 Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 3.92B vs. WCMNX (34.9M). LMOIX (0.00) and WCMNX (0.00) have matching dividends . LMOIX was incepted earlier than WCMNX: LMOIX (15 years) vs WCMNX (4 years). WCMNX (2.19) is less costly to investors than LMOIX (0.78). WCMNX is a more actively managed with annual turnover of: 45.00 vs. LMOIX (9.00). WCMNX has a lower initial minimum investment than LMOIX: WCMNX (1000) vs LMOIX (1000000). WCMNX annual gain was more profitable for investors over the last year : 10.35 vs. LMOIX (0.88).
| LMOIX | WCMNX | LMOIX / WCMNX | |
| Total Expense Ratio | 0.78 | 1.24 | 63% |
| Annual Report Gross Expense Ratio | 0.78 | 2.19 | 36% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -2.063 | 5.118 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 34.9M | 11,218% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.88 | 10.35 | 9% |
| Returns for 3 years | -12.78 | -1.51 | 847% |
| Returns for 5 years | -10.32 | N/A | - |
| Returns for 10 years | 69.62 | N/A | - |
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