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LRSPX vs WCMJX
LRSPX vs WCMJX Comparison
Open Charts LRSPX vs WCMJX
Lord Abbett Small Cap Value P
Price$12.89
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets347.96M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
LRSPX vs WCMJX Comparison Chart in %
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LRSPX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 348M vs. WCMJX (5.92M). 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 : -19.30 vs. WCMJX (-77.30). LRSPX return over 5 years is better than : 1.42 vs. WCMJX (-67.15).
| 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 | -5.779 | -73.005 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 5.92M | 5,874% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.30 | -77.30 | 25% |
| Returns for 3 years | 7.07 | -68.88 | -10% |
| Returns for 5 years | 1.42 | -67.15 | -2% |
| Returns for 10 years | -50.59 | N/A | - |
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