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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets346.9M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
LRSQX vs WCMFX Comparison Chart in %
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LRSQX vs. WCMFX 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 LRSQX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 347M vs. WCMFX (5.92M). LRSQX (0.00) and WCMFX (0.00) have matching dividends . LRSQX was incepted earlier than WCMFX: LRSQX (18 years) vs WCMFX (6 years). LRSQX (1.56) is less costly to investors than WCMFX (1.45). LRSQX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : -19.69 vs. WCMFX (-76.30). LRSQX return over 5 years is better than : -0.64 vs. WCMFX (-65.40).
| LRSQX | WCMFX | LRSQX / WCMFX | |
| Total Expense Ratio | 1.56 | 0.90 | 173% |
| Annual Report Gross Expense Ratio | 1.56 | 1.45 | 108% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -6.184 | -71.870 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 5.92M | 5,858% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.69 | -76.30 | 26% |
| Returns for 3 years | 5.96 | -67.31 | -9% |
| Returns for 5 years | -0.64 | -65.40 | 1% |
| Returns for 10 years | -52.15 | N/A | - |
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