Ad is loading...
LRSPX vs WCMJX
LRSPX vs WCMJX Comparison
Open Charts LRSPX vs WCMJX
Lord Abbett Small Cap Value P
Price$11.62
Change-$1.05 (-8.29%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
LRSPX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSPX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 358M vs. WCMJX (61.7M). LRSPX (0.00) and WCMJX (0.00) have matching dividends . LRSPX was incepted earlier than WCMJX: LRSPX (26 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than LRSPX (1.39). LRSPX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (22.00). 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 : -10.14 vs. WCMJX (-16.50). WCMJX return over 5 years is better than : 77.85 vs. LRSPX (60.99).
| LRSPX | WCMJX | LRSPX / WCMJX | |
| Total Expense Ratio | 1.39 | 1.10 | 126% |
| Annual Report Gross Expense Ratio | 1.39 | 1.52 | 91% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | -7.315 | -5.942 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -16.50 | 61% |
| Returns for 3 years | -5.87 | 1.47 | -401% |
| Returns for 5 years | 60.99 | 77.85 | 78% |
| Returns for 10 years | -52.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers