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LRSTX vs WCMFX
LRSTX vs WCMFX Comparison
Open Charts LRSTX vs WCMFX
Lord Abbett Small Cap Value R5
Price$21.15
Change-$0.04 (-0.19%)
VolumeN/A
Net AssetsN/A
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
LRSTX vs WCMFX Comparison Chart in %
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LRSTX vs. WCMFX commentary
Sep 17, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
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 : -3.50 vs. WCMFX (-15.22). LRSTX return over 5 years is better than : 42.58 vs. WCMFX (36.47).
| 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 | 0.905 | -1.920 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 60.7M | - |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -3.50 | -15.22 | 23% |
| Returns for 3 years | 27.50 | 18.93 | 145% |
| Returns for 5 years | 42.58 | 36.47 | 117% |
| Returns for 10 years | -24.16 | N/A | - |
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