Interact to see
Advertisement
Advertisement
LRSQX vs WCMJX
LRSQX vs WCMJX Comparison
Open Charts LRSQX vs WCMJX
Lord Abbett Small Cap Value R2
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets346.9M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
LRSQX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSQX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 347M vs. WCMJX (5.92M). 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 : -19.69 vs. WCMJX (-77.39). LRSQX return over 5 years is better than : -0.64 vs. WCMJX (-67.35).
| 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 | -6.184 | -73.090 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -77.39 | 25% |
| Returns for 3 years | 5.96 | -68.98 | -9% |
| Returns for 5 years | -0.64 | -67.35 | 1% |
| Returns for 10 years | -52.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers