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LRSRX vs WCMFX
LRSRX vs WCMFX Comparison
Open Charts LRSRX vs WCMFX
Lord Abbett Small Cap Value R3
Price$14.14
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets401.7M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
LRSRX vs WCMFX Comparison Chart
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LRSRX vs. WCMFX 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 LRSRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 402M vs. WCMFX (68.7M). LRSRX (0.00) and WCMFX (0.00) have matching dividends . LRSRX was incepted earlier than WCMFX: LRSRX (17 years) vs WCMFX (5 years). LRSRX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). 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 : 4.17 vs. WCMFX (3.68). WCMFX return over 5 years is better than : 20.06 vs. LRSRX (3.78).
| LRSRX | WCMFX | LRSRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.744 | 3.422 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 4.17 | 3.68 | 113% |
| Returns for 3 years | 2.49 | 14.19 | 18% |
| Returns for 5 years | 3.78 | 20.06 | 19% |
| Returns for 10 years | -44.39 | N/A | - |
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