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LRSRX vs WCMFX
LRSRX vs WCMFX Comparison
Open Charts LRSRX vs WCMFX
Lord Abbett Small Cap Value R3
Price$13.69
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets50.28M
LRSRX vs WCMFX Comparison Chart in %
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LRSRX vs. WCMFX commentary
Sep 29, 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 LRSRX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 371M vs. WCMFX (50.3M). LRSRX (0.00) and WCMFX (0.00) have matching dividends . LRSRX was incepted earlier than WCMFX: LRSRX (18 years) vs WCMFX (6 years). LRSRX (1.46) and WCMFX (1.45) have similar cost to investors . LRSRX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSRX has a lower initial minimum investment than WCMFX: LRSRX (0) vs WCMFX (100000). LRSRX annual gain was more profitable for investors over the last year : -9.34 vs. WCMFX (-18.95). WCMFX return over 5 years is better than : 37.91 vs. LRSRX (31.38).
| LRSRX | WCMFX | LRSRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.46 | 1.45 | 101% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -0.509 | -4.341 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 50.3M | 738% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.34 | -18.95 | 49% |
| Returns for 3 years | 28.79 | 22.96 | 125% |
| Returns for 5 years | 31.38 | 37.91 | 83% |
| Returns for 10 years | -42.83 | N/A | - |
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