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LRSFX vs WCMJX
LRSFX vs WCMJX Comparison
Open Charts LRSFX vs WCMJX
Lord Abbett Small Cap Value F
Price$15.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets378.88M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
LRSFX vs WCMJX Comparison Chart in %
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LRSFX vs. WCMJX commentary
Sep 16, 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: 379M vs. WCMJX (60.8M). 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 : -3.61 vs. WCMJX (-15.06). WCMJX (34.26) and LRSFX (33.49) 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 | 0.838 | -1.868 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 60.8M | 623% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -3.61 | -15.06 | 24% |
| Returns for 3 years | 20.69 | 18.08 | 114% |
| Returns for 5 years | 33.49 | 34.26 | 98% |
| Returns for 10 years | -38.56 | N/A | - |
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