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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$13.52
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets403.54M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
LRSQX vs WCMFX Comparison Chart
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LRSQX vs. WCMFX commentary
Jan 19, 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 LRSQX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 404M vs. WCMFX (69.1M). LRSQX (0.00) and WCMFX (0.00) have matching dividends . LRSQX was incepted earlier than WCMFX: LRSQX (17 years) vs WCMFX (5 years). LRSQX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). LRSQX has a lower initial minimum investment than WCMFX: LRSQX (0) vs WCMFX (100000). LRSQX annual gain was more profitable for investors over the last year : 6.04 vs. WCMFX (5.50). WCMFX return over 5 years is better than : 16.43 vs. LRSQX (-2.24).
| LRSQX | WCMFX | LRSQX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.961 | 4.090 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 69.1M | 585% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.04 | 5.50 | 110% |
| Returns for 3 years | -2.87 | 12.85 | -22% |
| Returns for 5 years | -2.24 | 16.43 | -14% |
| Returns for 10 years | -45.13 | N/A | - |
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