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LRSQX vs WCMJX
LRSQX vs WCMJX Comparison
Open Charts LRSQX vs WCMJX
Lord Abbett Small Cap Value R2
Price$13.18
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
LRSQX vs WCMJX Comparison Chart in %
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LRSQX vs. WCMJX commentary
Oct 06, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 371M vs. WCMJX (51M). LRSQX (0.00) and WCMJX (0.00) have matching dividends . LRSQX was incepted earlier than WCMJX: LRSQX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSQX (1.56). LRSQX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSQX has a lower initial minimum investment than WCMJX: LRSQX (0) vs WCMJX (1000). LRSQX annual gain was more profitable for investors over the last year : -8.73 vs. WCMJX (-16.52). WCMJX return over 5 years is better than : 32.95 vs. LRSQX (22.95).
| LRSQX | WCMJX | LRSQX / WCMJX | |
| Total Expense Ratio | 1.56 | 1.15 | 136% |
| Annual Report Gross Expense Ratio | 1.56 | 1.70 | 92% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -0.603 | -3.056 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 51M | 727% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.73 | -16.52 | 53% |
| Returns for 3 years | 18.95 | 17.13 | 111% |
| Returns for 5 years | 22.95 | 32.95 | 70% |
| Returns for 10 years | -46.88 | N/A | - |
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