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ALFKX vs WCMLX
ALFKX vs WCMLX Comparison
Open Charts ALFKX vs WCMLX
Lord Abbett Alpha Strategy R4
Price$27.82
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets620.63M
WCM Small Cap Growth Institutional
Price$13.78
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets45.17M
ALFKX vs WCMLX Comparison Chart in %
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ALFKX vs. WCMLX commentary
Sep 18, 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 ALFKX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ALFKX has more cash in the bank: 621M vs. WCMLX (45.2M). ALFKX pays higher dividends than WCMLX: ALFKX (0.09) vs WCMLX (0.00). ALFKX was incepted earlier than WCMLX: ALFKX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ALFKX (1.47). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ALFKX (1.00). ALFKX has a lower initial minimum investment than WCMLX: ALFKX (0) vs WCMLX (100000). ALFKX annual gain was more profitable for investors over the last year : 8.28 vs. WCMLX (5.89). ALFKX return over 5 years is better than : 28.49 vs. WCMLX (23.35).
| ALFKX | WCMLX | ALFKX / WCMLX | |
| Total Expense Ratio | 1.47 | 0.99 | 148% |
| Annual Report Gross Expense Ratio | 1.47 | 1.79 | 82% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.764 | 7.621 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 45.2M | 1,374% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 8.28 | 5.89 | 141% |
| Returns for 3 years | 29.37 | 29.59 | 99% |
| Returns for 5 years | 28.49 | 23.35 | 122% |
| Returns for 10 years | -3.23 | N/A | - |
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