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LMVWX vs WCMFX
LMVWX vs WCMFX Comparison
Open Charts LMVWX vs WCMFX
Lord Abbett Focused Small Cap Value R6
Price$29.46
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets90.99M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
LMVWX vs WCMFX Comparison Chart in %
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LMVWX vs. WCMFX 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 LMVWX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LMVWX has more cash in the bank: 91M vs. WCMFX (60.7M). LMVWX (0.00) and WCMFX (0.00) have matching dividends . LMVWX was incepted earlier than WCMFX: LMVWX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LMVWX (1.06). LMVWX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). LMVWX has a lower initial minimum investment than WCMFX: LMVWX (0) vs WCMFX (100000). LMVWX annual gain was more profitable for investors over the last year : -3.43 vs. WCMFX (-15.60). LMVWX return over 5 years is better than : 48.69 vs. WCMFX (37.31).
| LMVWX | WCMFX | LMVWX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.06 | 1.45 | 73% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.705 | -2.003 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91M | 60.7M | 150% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.43 | -15.60 | 22% |
| Returns for 3 years | 16.60 | 18.83 | 88% |
| Returns for 5 years | 48.69 | 37.31 | 130% |
| Returns for 10 years | N/A | N/A | - |
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