Ad is loading...
LRSRX vs WCMJX
LRSRX vs WCMJX Comparison
Open Charts LRSRX vs WCMJX
Lord Abbett Small Cap Value R3
Price$13.75
Change-$0.56 (-3.91%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
LRSRX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 429M vs. WCMJX (69M). LRSRX (0.00) and WCMJX (0.00) have matching dividends . LRSRX was incepted earlier than WCMJX: LRSRX (17 years) vs WCMJX (5 years). LRSRX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). 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 : 6.55 vs. WCMJX (3.02). WCMJX return over 5 years is better than : 17.14 vs. LRSRX (1.85).
| LRSRX | WCMJX | LRSRX / WCMJX | |
| 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 | 1.821 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 3.02 | 217% |
| Returns for 3 years | 3.92 | 10.41 | 38% |
| Returns for 5 years | 1.85 | 17.14 | 11% |
| Returns for 10 years | -43.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MAEFX | 20.95 | -0.03 | -0.14% |
| BlackRock EuroFund Instl | |||
| GTLLX | 27.84 | -0.09 | -0.32% |
| Glenmede Quant US Large Cap Gr Eq | |||
| FAOSX | 33.15 | -0.13 | -0.39% |
| Fidelity Advisor Overseas Z | |||
| PRPDX | 60.91 | -0.28 | -0.46% |
| Permanent Portfolio Permanent A | |||
| CWICX | 65.05 | -4.34 | -6.25% |
| American Funds Capital World Gr&Inc 529C | |||