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LRSRX vs WCMFX
LRSRX vs WCMFX Comparison
Open Charts LRSRX vs WCMFX
Lord Abbett Small Cap Value R3
Price$13.75
Change-$0.56 (-3.91%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
LRSRX vs WCMFX Comparison Chart
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LRSRX vs. WCMFX commentary
Dec 19, 2024
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: 429M vs. WCMFX (69M). 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 : 6.55 vs. WCMFX (3.56). WCMFX return over 5 years is better than : 19.14 vs. LRSRX (1.85).
| 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 | 4.758 | 2.289 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 69M | 622% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.55 | 3.56 | 184% |
| Returns for 3 years | 3.92 | 11.50 | 34% |
| Returns for 5 years | 1.85 | 19.14 | 10% |
| Returns for 10 years | -43.89 | N/A | - |
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