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LRSCX vs WCMJX
LRSCX vs WCMJX Comparison
Open Charts LRSCX vs WCMJX
Lord Abbett Small Cap Value A
Price$12.98
Change-$1.17 (-8.27%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
LRSCX vs WCMJX Comparison Chart
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LRSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSCX has more cash in the bank: 358M vs. WCMJX (61.7M). LRSCX pays higher dividends than WCMJX: LRSCX (0.02) vs WCMJX (0.00). LRSCX was incepted earlier than WCMJX: LRSCX (29 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than LRSCX (1.19). LRSCX is a more actively managed with annual turnover of: 42.00 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 : -8.99 vs. WCMJX (-16.50). WCMJX return over 5 years is better than : 77.85 vs. LRSCX (66.88).
| LRSCX | WCMJX | LRSCX / WCMJX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.19 | 1.52 | 78% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -7.335 | -5.942 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.50 | 54% |
| Returns for 3 years | -4.06 | 1.47 | -277% |
| Returns for 5 years | 66.88 | 77.85 | 86% |
| Returns for 10 years | -48.55 | N/A | - |
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