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LCGRX vs WCMLX
LCGRX vs WCMLX Comparison
Open Charts LCGRX vs WCMLX
Loomis Sayles Small Cap Growth Retail
Price$25.22
Change-$0.68 (-2.63%)
VolumeN/A
Net Assets2.13B
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
LCGRX vs WCMLX Comparison Chart in %
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LCGRX vs. WCMLX commentary
Nov 14, 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 LCGRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
LCGRX has more cash in the bank: 2.13B vs. WCMLX (41.9M). LCGRX (0.00) and WCMLX (0.00) have matching dividends . LCGRX was incepted earlier than WCMLX: LCGRX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than LCGRX (1.19). WCMLX is a more actively managed with annual turnover of: 83.00 vs. LCGRX (39.00). LCGRX has a lower initial minimum investment than WCMLX: LCGRX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -2.98 vs. LCGRX (-5.54). WCMLX return over 5 years is better than : 4.74 vs. LCGRX (-9.82).
| LCGRX | WCMLX | LCGRX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 4.016 | 6.454 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 41.9M | 5,086% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.54 | -2.98 | 186% |
| Returns for 3 years | 16.82 | 22.89 | 74% |
| Returns for 5 years | -9.82 | 4.74 | -207% |
| Returns for 10 years | 19.58 | N/A | - |
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