LMOIX
Price
$36.55
Change
-$0.00 (-0.00%)
Updated
Sep 28, 6:59 PM EST
WCMNX
Price
$11.09
Change
-$0.00 (-0.00%)
Updated
Sep 28, 6:59 PM EST

Compare trend and price LMOIX vs WCMNX

Header iconLMOIX vs WCMNX Comparison
Open Charts LMOIX vs WCMNXBanner chart's image
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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VS
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).
LMOIXWCMNXLMOIX / WCMNX
Total Expense Ratio0.781.2463%
Annual Report Gross Expense Ratio0.782.1936%
Fund Existence15 years4 years-
Gain YTD-2.0635.118-40%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.92B34.9M11,218%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.8810.359%
Returns for 3 years-12.78-1.51847%
Returns for 5 years-10.32N/A-
Returns for 10 years69.62N/A-
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