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LRSQX vs WCMJX
LRSQX vs WCMJX Comparison
Open Charts LRSQX vs WCMJX
Lord Abbett Small Cap Value R2
Price$10.72
Change-$0.51 (-4.54%)
VolumeN/A
Net Assets327.74M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
LRSQX vs WCMJX Comparison Chart
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LRSQX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 328M vs. WCMJX (60.3M). LRSQX (0.00) and WCMJX (0.00) have matching dividends . LRSQX was incepted earlier than WCMJX: LRSQX (17 years) vs WCMJX (5 years). LRSQX (1.54) and WCMJX (1.52) have similar cost to investors . LRSQX is a more actively managed with annual turnover of: 42.00 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 : -16.88 vs. WCMJX (-18.92). WCMJX return over 5 years is better than : 42.24 vs. LRSQX (19.98).
| LRSQX | WCMJX | LRSQX / WCMJX | |
| Total Expense Ratio | 1.54 | 1.10 | 140% |
| Annual Report Gross Expense Ratio | 1.54 | 1.52 | 101% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -15.309 | -10.526 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -18.92 | 89% |
| Returns for 3 years | -10.87 | -0.19 | 5,741% |
| Returns for 5 years | 19.98 | 42.24 | 47% |
| Returns for 10 years | -57.96 | N/A | - |
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