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LRSFX vs WCMJX
LRSFX vs WCMJX Comparison
Open Charts LRSFX vs WCMJX
Lord Abbett Small Cap Value F
Price$15.44
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
LRSFX vs WCMJX Comparison Chart in %
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LRSFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 371M vs. WCMJX (22M). LRSFX pays higher dividends than WCMJX: LRSFX (0.16) vs WCMJX (0.00). LRSFX was incepted earlier than WCMJX: LRSFX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSFX (1.06). LRSFX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSFX has a lower initial minimum investment than WCMJX: LRSFX (0) vs WCMJX (1000). LRSFX annual gain was more profitable for investors over the last year : -8.68 vs. WCMJX (-18.93). WCMJX (23.13) and LRSFX (22.58) have equivalent 5 years return.
| LRSFX | WCMJX | LRSFX / WCMJX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.06 | 1.70 | 62% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -1.354 | -5.093 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -18.93 | 46% |
| Returns for 3 years | 25.50 | 18.94 | 135% |
| Returns for 5 years | 22.58 | 23.13 | 98% |
| Returns for 10 years | -41.55 | N/A | - |
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