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LRSFX vs WCMFX
LRSFX vs WCMFX Comparison
Open Charts LRSFX vs WCMFX
Lord Abbett Small Cap Value F
Price$15.50
Change-$0.63 (-3.91%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
LRSFX vs WCMFX Comparison Chart
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LRSFX vs. WCMFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 429M vs. WCMFX (69M). 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 : 8.32 vs. WCMFX (-0.74). WCMFX return over 5 years is better than : 14.69 vs. LRSFX (6.57).
| 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 | 6.420 | -1.063 | -604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 69M | 622% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 8.32 | -0.74 | -1,127% |
| Returns for 3 years | 6.54 | 7.84 | 83% |
| Returns for 5 years | 6.57 | 14.69 | 45% |
| Returns for 10 years | -37.55 | N/A | - |
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