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LRSCX vs WCMFX
LRSCX vs WCMFX Comparison
Open Charts LRSCX vs WCMFX
Lord Abbett Small Cap Value A
Price$14.82
Change-$0.45 (-2.95%)
VolumeN/A
Net Assets378.4M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
LRSCX vs WCMFX Comparison Chart
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LRSCX vs. WCMFX commentary
Feb 23, 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 LRSCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSCX has more cash in the bank: 378M vs. WCMFX (66.5M). 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 : 1.55 vs. WCMFX (-4.28). WCMFX return over 5 years is better than : 13.12 vs. LRSCX (2.87).
| 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 | 0.000 | 0.751 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 66.5M | 568% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 1.55 | -4.28 | -36% |
| Returns for 3 years | 4.52 | 11.76 | 38% |
| Returns for 5 years | 2.87 | 13.12 | 22% |
| Returns for 10 years | -43.60 | N/A | - |
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