Ad is loading...
LRSCX vs WCMFX
LRSCX vs WCMFX Comparison
Open Charts LRSCX vs WCMFX
Lord Abbett Small Cap Value A
Price$12.98
Change-$1.17 (-8.27%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
LRSCX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSCX vs. WCMFX commentary
Apr 04, 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: 358M vs. WCMFX (61.7M). LRSCX pays higher dividends than WCMFX: LRSCX (0.02) vs WCMFX (0.00). LRSCX was incepted earlier than WCMFX: LRSCX (29 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than LRSCX (1.19). LRSCX is a more actively managed with annual turnover of: 42.00 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 : -8.99 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. LRSCX (66.88).
| LRSCX | WCMFX | LRSCX / WCMFX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.19 | 1.27 | 94% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -7.335 | -5.843 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 61.7M | 580% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -8.99 | -16.07 | 56% |
| Returns for 3 years | -4.06 | 2.45 | -166% |
| Returns for 5 years | 66.88 | 80.77 | 83% |
| Returns for 10 years | -48.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers