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LRSFX vs WCMJX
LRSFX vs WCMJX Comparison
Open Charts LRSFX vs WCMJX
Lord Abbett Small Cap Value F
Price$15.50
Change-$0.63 (-3.91%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
LRSFX vs WCMJX Comparison Chart
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LRSFX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 429M vs. WCMJX (69M). 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 : 8.32 vs. WCMJX (-1.24). WCMJX return over 5 years is better than : 12.80 vs. LRSFX (6.57).
| 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 | 6.420 | -1.490 | -431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -1.24 | -669% |
| Returns for 3 years | 6.54 | 6.82 | 96% |
| Returns for 5 years | 6.57 | 12.80 | 51% |
| Returns for 10 years | -37.55 | N/A | - |
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