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LRSQX vs WCMJX
LRSQX vs WCMJX Comparison
Open Charts LRSQX vs WCMJX
Lord Abbett Small Cap Value R2
Price$13.63
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets401.7M
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
LRSQX vs WCMJX Comparison Chart
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LRSQX vs. WCMJX commentary
Jan 31, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 402M vs. WCMJX (68.7M). LRSQX (0.00) and WCMJX (0.00) have matching dividends . LRSQX was incepted earlier than WCMJX: LRSQX (17 years) vs WCMJX (5 years). LRSQX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). 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 : 3.69 vs. WCMJX (3.22). WCMJX return over 5 years is better than : 18.14 vs. LRSQX (2.35).
| LRSQX | WCMJX | LRSQX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.735 | 3.396 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 68.7M | 585% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.69 | 3.22 | 115% |
| Returns for 3 years | 1.58 | 13.09 | 12% |
| Returns for 5 years | 2.35 | 18.14 | 13% |
| Returns for 10 years | -46.17 | N/A | - |
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