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LRSPX vs WCMFX
LRSPX vs WCMFX Comparison
Open Charts LRSPX vs WCMFX
Lord Abbett Small Cap Value P
Price$13.49
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets374.22M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
LRSPX vs WCMFX Comparison Chart in %
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LRSPX vs. WCMFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 374M vs. WCMFX (59.3M). LRSPX (0.00) and WCMFX (0.00) have matching dividends . LRSPX was incepted earlier than WCMFX: LRSPX (26 years) vs WCMFX (6 years). WCMFX (1.45) and LRSPX (1.41) have similar cost to investors . LRSPX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : -9.02 vs. WCMFX (-17.25). WCMFX return over 5 years is better than : 39.11 vs. LRSPX (31.37).
| LRSPX | WCMFX | LRSPX / WCMFX | |
| Total Expense Ratio | 1.41 | 0.90 | 157% |
| Annual Report Gross Expense Ratio | 1.41 | 1.45 | 97% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -0.439 | -3.506 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 59.3M | 631% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.02 | -17.25 | 52% |
| Returns for 3 years | 28.28 | 23.37 | 121% |
| Returns for 5 years | 31.37 | 39.11 | 80% |
| Returns for 10 years | -42.95 | N/A | - |
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