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LMOIX vs WCMLX
LMOIX vs WCMLX Comparison
Open Charts LMOIX vs WCMLX
ClearBridge Small Cap Growth IS
Price$38.31
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets2.1B
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
LMOIX vs WCMLX Comparison Chart in %
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LMOIX vs. WCMLX commentary
Dec 27, 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 LMOIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
LMOIX has more cash in the bank: 2.1B vs. WCMLX (44.7M). LMOIX (0.00) and WCMLX (0.00) have matching dividends . LMOIX was incepted earlier than WCMLX: LMOIX (17 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 : 8.14 vs. LMOIX (-5.96). WCMLX return over 5 years is better than : -4.02 vs. LMOIX (-27.32).
| LMOIX | WCMLX | LMOIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.79 | 44% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -3.404 | 9.487 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 44.7M | 4,696% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.96 | 8.14 | -73% |
| Returns for 3 years | 3.85 | 33.08 | 12% |
| Returns for 5 years | -27.32 | -4.02 | 679% |
| Returns for 10 years | 33.25 | N/A | - |
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