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LRSCX vs WCMJX
LRSCX vs WCMJX Comparison
Open Charts LRSCX vs WCMJX
Lord Abbett Small Cap Value A
Price$14.82
Change-$0.45 (-2.95%)
VolumeN/A
Net Assets378.4M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
LRSCX vs WCMJX Comparison Chart
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LRSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSCX has more cash in the bank: 378M vs. WCMJX (66.5M). LRSCX pays higher dividends than WCMJX: LRSCX (0.11) vs WCMJX (0.00). LRSCX was incepted earlier than WCMJX: LRSCX (29 years) vs WCMJX (5 years). LRSCX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). LRSCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. LRSCX annual gain was more profitable for investors over the last year : 1.55 vs. WCMJX (-4.66). WCMJX return over 5 years is better than : 11.25 vs. LRSCX (2.87).
| LRSCX | WCMJX | LRSCX / WCMJX | |
| 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 | 0.764 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -4.66 | -33% |
| Returns for 3 years | 4.52 | 10.73 | 42% |
| Returns for 5 years | 2.87 | 11.25 | 26% |
| Returns for 10 years | -43.60 | N/A | - |
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