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LRSPX vs WCMJX
LRSPX vs WCMJX Comparison
Open Charts LRSPX vs WCMJX
Lord Abbett Small Cap Value P
Price$13.61
Change+$0.24 (+1.80%)
VolumeN/A
Net Assets366.08M
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
LRSPX vs WCMJX Comparison Chart in %
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LRSPX vs. WCMJX commentary
Oct 21, 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 StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 366M vs. WCMJX (21.8M). LRSPX (0.00) and WCMJX (0.00) have matching dividends . LRSPX was incepted earlier than WCMJX: LRSPX (26 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSPX (1.41). LRSPX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSPX has a lower initial minimum investment than WCMJX: LRSPX (0) vs WCMJX (1000). LRSPX annual gain was more profitable for investors over the last year : -13.80 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. LRSPX (16.77).
| LRSPX | WCMJX | LRSPX / WCMJX | |
| Total Expense Ratio | 1.41 | 1.15 | 123% |
| Annual Report Gross Expense Ratio | 1.41 | 1.70 | 83% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -2.195 | -5.772 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 21.8M | 1,679% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.80 | -21.05 | 66% |
| Returns for 3 years | 16.56 | 15.26 | 109% |
| Returns for 5 years | 16.77 | 21.44 | 78% |
| Returns for 10 years | -47.95 | N/A | - |
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