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LMVVX vs WCMFX
LMVVX vs WCMFX Comparison
Open Charts LMVVX vs WCMFX
Lord Abbett Focused Small Cap Value R5
Price$29.56
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets91.09M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
LMVVX vs WCMFX Comparison Chart in %
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LMVVX vs. WCMFX commentary
Sep 16, 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 LMVVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMVVX has more cash in the bank: 91.1M vs. WCMFX (60.8M). LMVVX (0.00) and WCMFX (0.00) have matching dividends . LMVVX was incepted earlier than WCMFX: LMVVX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LMVVX (1.10). LMVVX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). LMVVX has a lower initial minimum investment than WCMFX: LMVVX (0) vs WCMFX (100000). LMVVX annual gain was more profitable for investors over the last year : -2.08 vs. WCMFX (-14.64). LMVVX return over 5 years is better than : 46.60 vs. WCMFX (36.34).
| LMVVX | WCMFX | LMVVX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.337 | -1.669 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.1M | 60.8M | 150% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.08 | -14.64 | 14% |
| Returns for 3 years | 16.90 | 19.23 | 88% |
| Returns for 5 years | 46.60 | 36.34 | 128% |
| Returns for 10 years | N/A | N/A | - |
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