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LRSCX vs WCMJX
LRSCX vs WCMJX Comparison
Open Charts LRSCX vs WCMJX
Lord Abbett Small Cap Value A
Price$15.57
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets403.54M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets68.89M
LRSCX vs WCMJX Comparison Chart
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LRSCX vs. WCMJX commentary
Jan 19, 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: 404M vs. WCMJX (68.9M). 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 : 8.00 vs. WCMJX (4.97). WCMJX return over 5 years is better than : 14.58 vs. LRSCX (2.82).
| 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 | 1.965 | 4.075 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 68.9M | 586% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 8.00 | 4.97 | 161% |
| Returns for 3 years | -0.24 | 11.76 | -2% |
| Returns for 5 years | 2.82 | 14.58 | 19% |
| Returns for 10 years | -38.25 | N/A | - |
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