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LMVWX vs WCMFX
LMVWX vs WCMFX Comparison
Open Charts LMVWX vs WCMFX
Lord Abbett Focused Small Cap Value R6
Price$29.00
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets88.67M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
LMVWX vs WCMFX Comparison Chart in %
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LMVWX vs. WCMFX commentary
Oct 09, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LMVWX has more cash in the bank: 88.7M vs. WCMFX (22M). 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 : -4.80 vs. WCMFX (-16.70). LMVWX return over 5 years is better than : 38.15 vs. WCMFX (27.00).
| 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 | -1.511 | -3.422 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 22M | 403% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.80 | -16.70 | 29% |
| Returns for 3 years | 21.47 | 21.92 | 98% |
| Returns for 5 years | 38.15 | 27.00 | 141% |
| Returns for 10 years | N/A | N/A | - |
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