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LRSFX vs WCMFX
LRSFX vs WCMFX Comparison
Open Charts LRSFX vs WCMFX
Lord Abbett Small Cap Value F
Price$15.44
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
LRSFX vs WCMFX Comparison Chart in %
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LRSFX vs. WCMFX commentary
Oct 09, 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 LRSFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 371M vs. WCMFX (22M). LRSFX pays higher dividends than WCMFX: LRSFX (0.16) vs WCMFX (0.00). LRSFX was incepted earlier than WCMFX: LRSFX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LRSFX (1.06). LRSFX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSFX has a lower initial minimum investment than WCMFX: LRSFX (0) vs WCMFX (100000). LRSFX annual gain was more profitable for investors over the last year : -8.68 vs. WCMFX (-18.45). WCMFX return over 5 years is better than : 25.14 vs. LRSFX (22.58).
| LRSFX | WCMFX | LRSFX / WCMFX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 1.45 | 73% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -1.354 | -4.841 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 22M | 1,686% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -8.68 | -18.45 | 47% |
| Returns for 3 years | 25.50 | 20.13 | 127% |
| Returns for 5 years | 22.58 | 25.14 | 90% |
| Returns for 10 years | -41.55 | N/A | - |
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