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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$13.26
Change-$0.54 (-3.91%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
LRSQX vs WCMFX Comparison Chart
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LRSQX vs. WCMFX commentary
Dec 19, 2024
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: 429M vs. WCMFX (69M). 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 : 4.39 vs. WCMFX (-0.74). WCMFX return over 5 years is better than : 14.69 vs. LRSQX (-0.07).
| 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 | 4.308 | -1.063 | -405% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 69M | 622% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.39 | -0.74 | -594% |
| Returns for 3 years | 3.14 | 7.84 | 40% |
| Returns for 5 years | -0.07 | 14.69 | -0% |
| Returns for 10 years | -45.65 | N/A | - |
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