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LFSFX vs WCMFX
LFSFX vs WCMFX Comparison
Open Charts LFSFX vs WCMFX
Lord Abbett Focused Small Cap Value F
Price$27.69
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets82.55M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
LFSFX vs WCMFX Comparison Chart in %
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LFSFX vs. WCMFX commentary
Nov 20, 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 LFSFX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LFSFX has more cash in the bank: 82.5M vs. WCMFX (5.92M). LFSFX (0.00) and WCMFX (0.00) have matching dividends . LFSFX was incepted earlier than WCMFX: LFSFX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LFSFX (1.20). LFSFX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). LFSFX has a lower initial minimum investment than WCMFX: LFSFX (0) vs WCMFX (100000). LFSFX annual gain was more profitable for investors over the last year : -15.56 vs. WCMFX (-76.30). LFSFX return over 5 years is better than : 13.75 vs. WCMFX (-65.40).
| LFSFX | WCMFX | LFSFX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 1.45 | 83% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.499 | -71.870 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 5.92M | 1,393% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.56 | -76.30 | 20% |
| Returns for 3 years | 3.33 | -67.31 | -5% |
| Returns for 5 years | 13.75 | -65.40 | -21% |
| Returns for 10 years | N/A | N/A | - |
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