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LRSTX vs WCMFX
LRSTX vs WCMFX Comparison
Open Charts LRSTX vs WCMFX
Lord Abbett Small Cap Value R5
Price$19.89
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets347.96M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
LRSTX vs WCMFX Comparison Chart in %
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LRSTX vs. WCMFX commentary
Nov 20, 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 LRSTX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LRSTX has more cash in the bank: 348M vs. WCMFX (5.92M). LRSTX pays higher dividends than WCMFX: LRSTX (0.20) vs WCMFX (0.00). LRSTX was incepted earlier than WCMFX: LRSTX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LRSTX (0.96). LRSTX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSTX has a lower initial minimum investment than WCMFX: LRSTX (0) vs WCMFX (100000). LRSTX annual gain was more profitable for investors over the last year : -15.83 vs. WCMFX (-76.28). LRSTX return over 5 years is better than : 14.90 vs. WCMFX (-65.29).
| LRSTX | WCMFX | LRSTX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -5.429 | -71.870 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 5.92M | 5,874% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -15.83 | -76.28 | 21% |
| Returns for 3 years | 14.18 | -67.31 | -21% |
| Returns for 5 years | 14.90 | -65.29 | -23% |
| Returns for 10 years | -32.19 | N/A | - |
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