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LSSIX vs WCMLX
LSSIX vs WCMLX Comparison
Open Charts LSSIX vs WCMLX
Loomis Sayles Small Cap Growth Instl
Price$30.40
Change+$0.34 (+1.13%)
VolumeN/A
Net Assets2.42B
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
LSSIX vs WCMLX Comparison Chart
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LSSIX vs. WCMLX commentary
Feb 01, 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 LSSIX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSSIX has more cash in the bank: 2.42B vs. WCMLX (42.3M). LSSIX (0.00) and WCMLX (0.00) have matching dividends . LSSIX was incepted earlier than WCMLX: LSSIX (28 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. LSSIX (37.00). LSSIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. LSSIX annual gain was more profitable for investors over the last year : 18.75 vs. WCMLX (10.78). WCMLX return over 5 years is better than : 28.63 vs. LSSIX (13.35).
| LSSIX | WCMLX | LSSIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 4.539 | 5.521 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 42.3M | 5,712% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.75 | 10.78 | 174% |
| Returns for 3 years | 9.35 | 10.33 | 91% |
| Returns for 5 years | 13.35 | 28.63 | 47% |
| Returns for 10 years | 37.56 | N/A | - |
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