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LRSPX vs WCMFX
LRSPX vs WCMFX Comparison
Open Charts LRSPX vs WCMFX
Lord Abbett Small Cap Value P
Price$11.62
Change-$1.05 (-8.29%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
LRSPX vs WCMFX Comparison Chart
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LRSPX vs. WCMFX commentary
Apr 04, 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 LRSPX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 358M vs. WCMFX (61.7M). LRSPX (0.00) and WCMFX (0.00) have matching dividends . LRSPX was incepted earlier than WCMFX: LRSPX (26 years) vs WCMFX (5 years). LRSPX (1.39) is less costly to investors than WCMFX (1.27). LRSPX is a more actively managed with annual turnover of: 42.00 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 : -10.14 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. LRSPX (60.99).
| LRSPX | WCMFX | LRSPX / WCMFX | |
| Total Expense Ratio | 1.39 | 0.85 | 164% |
| Annual Report Gross Expense Ratio | 1.39 | 1.27 | 109% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | -7.315 | -5.843 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 61.7M | 580% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.14 | -16.07 | 63% |
| Returns for 3 years | -5.87 | 2.45 | -239% |
| Returns for 5 years | 60.99 | 80.77 | 76% |
| Returns for 10 years | -52.91 | N/A | - |
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