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ALFKX vs WCMNX
ALFKX vs WCMNX Comparison
Open Charts ALFKX vs WCMNX
Lord Abbett Alpha Strategy R4
Price$27.82
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets620.63M
WCM Small Cap Growth Investor
Price$13.58
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets45.17M
ALFKX vs WCMNX Comparison Chart in %
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ALFKX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ALFKX has more cash in the bank: 621M vs. WCMNX (45.2M). ALFKX pays higher dividends than WCMNX: ALFKX (0.09) vs WCMNX (0.00). ALFKX was incepted earlier than WCMNX: ALFKX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ALFKX (1.47). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ALFKX (1.00). ALFKX has a lower initial minimum investment than WCMNX: ALFKX (0) vs WCMNX (1000). ALFKX annual gain was more profitable for investors over the last year : 8.28 vs. WCMNX (5.65). ALFKX return over 5 years is better than : 28.49 vs. WCMNX (21.79).
| ALFKX | WCMNX | ALFKX / WCMNX | |
| Total Expense Ratio | 1.47 | 1.24 | 119% |
| Annual Report Gross Expense Ratio | 1.47 | 2.04 | 72% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.764 | 7.486 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 5.65 | 147% |
| Returns for 3 years | 29.37 | 28.68 | 102% |
| Returns for 5 years | 28.49 | 21.79 | 131% |
| Returns for 10 years | -3.23 | N/A | - |
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