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LRSTX vs WCMJX
LRSTX vs WCMJX Comparison
Open Charts LRSTX vs WCMJX
Lord Abbett Small Cap Value R5
Price$21.15
Change-$0.04 (-0.19%)
VolumeN/A
Net AssetsN/A
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
LRSTX vs WCMJX Comparison Chart in %
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LRSTX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSTX pays higher dividends than WCMJX: LRSTX (0.20) vs WCMJX (0.00). LRSTX was incepted earlier than WCMJX: LRSTX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSTX (0.96). LRSTX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSTX has a lower initial minimum investment than WCMJX: LRSTX (0) vs WCMJX (1000). LRSTX annual gain was more profitable for investors over the last year : -3.50 vs. WCMJX (-15.65). LRSTX return over 5 years is better than : 42.58 vs. WCMJX (34.23).
| LRSTX | WCMJX | LRSTX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 0.96 | 1.70 | 56% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 0.905 | -2.122 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.65 | 22% |
| Returns for 3 years | 27.50 | 17.77 | 155% |
| Returns for 5 years | 42.58 | 34.23 | 124% |
| Returns for 10 years | -24.16 | N/A | - |
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