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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$39.86
Change-$4.93 (-11.01%)
VolumeN/A
Net Assets2.09B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
LMOIX vs WCMLX Comparison Chart in %
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LMOIX vs. WCMLX commentary
Feb 05, 2026
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 WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.09B vs. WCMLX (47.1M). LMOIX (0.00) and WCMLX (0.00) have matching dividends . LMOIX was incepted earlier than WCMLX: LMOIX (18 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than LMOIX (0.78). WCMLX is a more actively managed with annual turnover of: 83.00 vs. LMOIX (22.00). WCMLX has a lower initial minimum investment than LMOIX: WCMLX (100000) vs LMOIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. LMOIX (-6.17). WCMLX return over 5 years is better than : -5.30 vs. LMOIX (-29.97).
| LMOIX | WCMLX | LMOIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.79 | 44% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 6.606 | 6.395 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 47.1M | 4,427% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.17 | 8.52 | -72% |
| Returns for 3 years | -6.72 | 19.51 | -34% |
| Returns for 5 years | -29.97 | -5.30 | 565% |
| Returns for 10 years | 74.14 | N/A | - |
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