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LRSFX vs WCMJX
LRSFX vs WCMJX Comparison
Open Charts LRSFX vs WCMJX
Lord Abbett Small Cap Value F
Price$15.05
Change-$0.46 (-2.97%)
VolumeN/A
Net Assets378.4M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
LRSFX vs WCMJX Comparison Chart
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LRSFX vs. WCMJX commentary
Feb 23, 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: 378M vs. WCMJX (66.5M). LRSFX pays higher dividends than WCMJX: LRSFX (0.23) vs WCMJX (0.00). LRSFX was incepted earlier than WCMJX: LRSFX (17 years) vs WCMJX (5 years). LRSFX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). 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 : -1.23 vs. WCMJX (-6.43). WCMJX return over 5 years is better than : 9.18 vs. LRSFX (0.70).
| LRSFX | WCMJX | LRSFX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -2.966 | -1.104 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 66.5M | 568% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -1.23 | -6.43 | 19% |
| Returns for 3 years | 1.96 | 8.68 | 23% |
| Returns for 5 years | 0.70 | 9.18 | 8% |
| Returns for 10 years | -44.11 | N/A | - |
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