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LRSPX vs WCMFX
LRSPX vs WCMFX Comparison
Open Charts LRSPX vs WCMFX
Lord Abbett Small Cap Value P
Price$13.67
Change-$0.55 (-3.87%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
LRSPX vs WCMFX Comparison Chart
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LRSPX 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 LRSPX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 429M vs. WCMFX (69M). LRSPX (0.00) and WCMFX (0.00) have matching dividends . LRSPX was incepted earlier than WCMFX: LRSPX (26 years) vs WCMFX (5 years). LRSPX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). LRSPX has a lower initial minimum investment than WCMFX: LRSPX (0) vs WCMFX (100000). LRSPX annual gain was more profitable for investors over the last year : 6.52 vs. WCMFX (-0.74). WCMFX return over 5 years is better than : 14.69 vs. LRSPX (1.86).
| LRSPX | WCMFX | LRSPX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 4.713 | -1.063 | -443% |
| 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 | 0.00 | 0.00 | - |
| Returns for 1 year | 6.52 | -0.74 | -883% |
| Returns for 3 years | 3.95 | 7.84 | 50% |
| Returns for 5 years | 1.86 | 14.69 | 13% |
| Returns for 10 years | -44.05 | N/A | - |
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