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LRSCX vs WCMFX
LRSCX vs WCMFX Comparison
Open Charts LRSCX vs WCMFX
Lord Abbett Small Cap Value A
Price$15.26
Change-$0.62 (-3.90%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
LRSCX vs WCMFX Comparison Chart
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LRSCX vs. WCMFX commentary
Dec 19, 2024
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 LRSCX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LRSCX has more cash in the bank: 429M vs. WCMFX (69M). LRSCX pays higher dividends than WCMFX: LRSCX (0.11) vs WCMFX (0.00). LRSCX was incepted earlier than WCMFX: LRSCX (29 years) vs WCMFX (5 years). LRSCX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). LRSCX has a lower initial minimum investment than WCMFX: LRSCX (1000) vs WCMFX (100000). LRSCX annual gain was more profitable for investors over the last year : 7.96 vs. WCMFX (-0.74). WCMFX return over 5 years is better than : 14.69 vs. LRSCX (5.63).
| LRSCX | WCMFX | LRSCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 6.098 | -1.063 | -574% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 69M | 622% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 7.96 | -0.74 | -1,078% |
| Returns for 3 years | 5.95 | 7.84 | 76% |
| Returns for 5 years | 5.63 | 14.69 | 38% |
| Returns for 10 years | -38.85 | N/A | - |
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