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LRSFX vs WCMFX
LRSFX vs WCMFX Comparison
Open Charts LRSFX vs WCMFX
Lord Abbett Small Cap Value F
Price$15.81
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets401.38M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets68.89M
LRSFX vs WCMFX Comparison Chart
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LRSFX vs. WCMFX 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 LRSFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 401M vs. WCMFX (68.9M). LRSFX pays higher dividends than WCMFX: LRSFX (0.23) vs WCMFX (0.00). LRSFX was incepted earlier than WCMFX: LRSFX (17 years) vs WCMFX (5 years). LRSFX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). 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 : 8.30 vs. WCMFX (5.50). WCMFX return over 5 years is better than : 16.43 vs. LRSFX (3.71).
| LRSFX | WCMFX | LRSFX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.934 | 4.090 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 68.9M | 582% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 8.30 | 5.50 | 151% |
| Returns for 3 years | 0.27 | 12.85 | 2% |
| Returns for 5 years | 3.71 | 16.43 | 23% |
| Returns for 10 years | -36.96 | N/A | - |
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