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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$10.72
Change-$0.51 (-4.54%)
VolumeN/A
Net Assets327.74M
WCM SMID Quality Val Fd Institutional
Price$10.35
Change-$0.37 (-3.45%)
VolumeN/A
Net Assets60.29M
LRSQX vs WCMFX Comparison Chart
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LRSQX vs. WCMFX commentary
Apr 11, 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: 328M vs. WCMFX (60.3M). LRSQX (0.00) and WCMFX (0.00) have matching dividends . LRSQX was incepted earlier than WCMFX: LRSQX (17 years) vs WCMFX (5 years). LRSQX (1.54) is less costly to investors than WCMFX (1.27). LRSQX is a more actively managed with annual turnover of: 42.00 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 : -16.88 vs. WCMFX (-18.60). WCMFX return over 5 years is better than : 44.47 vs. LRSQX (19.98).
| LRSQX | WCMFX | LRSQX / WCMFX | |
| Total Expense Ratio | 1.54 | 0.85 | 181% |
| Annual Report Gross Expense Ratio | 1.54 | 1.27 | 121% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -15.309 | -10.518 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 60.3M | 544% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.88 | -18.60 | 91% |
| Returns for 3 years | -10.87 | 0.66 | -1,654% |
| Returns for 5 years | 19.98 | 44.47 | 45% |
| Returns for 10 years | -57.96 | N/A | - |
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