Interact to see
Advertisement
Advertisement
LMVVX vs WCMJX
LMVVX vs WCMJX Comparison
Open Charts LMVVX vs WCMJX
Lord Abbett Focused Small Cap Value R5
Price$29.23
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets89.04M
WCM SMID Quality Val Fd Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets51.02M
LMVVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVVX vs. WCMJX commentary
Oct 07, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMVVX has more cash in the bank: 89M vs. WCMJX (51M). LMVVX (0.00) and WCMJX (0.00) have matching dividends . LMVVX was incepted earlier than WCMJX: LMVVX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LMVVX (1.10). LMVVX is a more actively managed with annual turnover of: 57.00 vs. WCMJX (15.00). LMVVX has a lower initial minimum investment than WCMJX: LMVVX (0) vs WCMJX (1000). LMVVX annual gain was more profitable for investors over the last year : -5.18 vs. WCMJX (-16.76). LMVVX return over 5 years is better than : 40.56 vs. WCMJX (28.03).
| LMVVX | WCMJX | LMVVX / WCMJX | |
| Total Expense Ratio | 1.03 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.10 | 1.70 | 65% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -1.381 | -3.056 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89M | 51M | 175% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.18 | -16.76 | 31% |
| Returns for 3 years | 21.52 | 21.49 | 100% |
| Returns for 5 years | 40.56 | 28.03 | 145% |
| Returns for 10 years | N/A | N/A | - |