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LRSRX vs WCMJX
LRSRX vs WCMJX Comparison
Open Charts LRSRX vs WCMJX
Lord Abbett Small Cap Value R3
Price$13.69
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
LRSRX vs WCMJX Comparison Chart in %
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LRSRX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 371M vs. WCMJX (50.3M). LRSRX (0.00) and WCMJX (0.00) have matching dividends . LRSRX was incepted earlier than WCMJX: LRSRX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSRX (1.46). LRSRX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSRX has a lower initial minimum investment than WCMJX: LRSRX (0) vs WCMJX (1000). LRSRX annual gain was more profitable for investors over the last year : -9.34 vs. WCMJX (-19.30). WCMJX return over 5 years is better than : 35.87 vs. LRSRX (31.38).
| LRSRX | WCMJX | LRSRX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.15 | 127% |
| Annual Report Gross Expense Ratio | 1.46 | 1.70 | 86% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -0.509 | -4.499 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -19.30 | 48% |
| Returns for 3 years | 28.79 | 21.75 | 132% |
| Returns for 5 years | 31.38 | 35.87 | 87% |
| Returns for 10 years | -42.83 | N/A | - |
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