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SBPYX vs WCMLX
SBPYX vs WCMLX Comparison
Open Charts SBPYX vs WCMLX
ClearBridge Small Cap Growth I
Price$43.21
Change-$0.39 (-0.89%)
VolumeN/A
Net Assets2.35B
WCM Small Cap Growth Institutional
Price$13.74
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets44.14M
SBPYX vs WCMLX Comparison Chart in %
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SBPYX vs. WCMLX commentary
Oct 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 SBPYX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SBPYX has more cash in the bank: 2.35B vs. WCMLX (44.1M). SBPYX (0.00) and WCMLX (0.00) have matching dividends . SBPYX was incepted earlier than WCMLX: SBPYX (21 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SBPYX (0.91). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SBPYX (22.00). WCMLX has a lower initial minimum investment than SBPYX: WCMLX (100000) vs SBPYX (1000000). SBPYX annual gain was more profitable for investors over the last year : 8.76 vs. WCMLX (6.19). WCMLX return over 5 years is better than : 15.37 vs. SBPYX (-7.74).
| SBPYX | WCMLX | SBPYX / WCMLX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 1.79 | 51% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 12.807 | 8.009 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 44.1M | 5,317% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.76 | 6.19 | 141% |
| Returns for 3 years | 24.54 | 36.44 | 67% |
| Returns for 5 years | -7.74 | 15.37 | -50% |
| Returns for 10 years | 55.38 | N/A | - |
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