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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$12.87
Change-$0.39 (-2.94%)
VolumeN/A
Net Assets378.4M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
LRSQX vs WCMFX Comparison Chart
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LRSQX vs. WCMFX commentary
Feb 23, 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: 378M vs. WCMFX (66.5M). 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 : -3.16 vs. WCMFX (-6.03). WCMFX return over 5 years is better than : 11.06 vs. LRSQX (-5.02).
| 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 | -2.941 | -1.085 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 66.5M | 568% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.16 | -6.03 | 52% |
| Returns for 3 years | -1.23 | 9.72 | -13% |
| Returns for 5 years | -5.02 | 11.06 | -45% |
| Returns for 10 years | -51.34 | N/A | - |
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