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LRSVX vs WCMFX
LRSVX vs WCMFX Comparison
Open Charts LRSVX vs WCMFX
Lord Abbett Small Cap Value R6
Price$20.11
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
LRSVX vs WCMFX Comparison Chart in %
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LRSVX 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 LRSVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LRSVX has more cash in the bank: 348M vs. WCMFX (5.92M). LRSVX pays higher dividends than WCMFX: LRSVX (0.20) vs WCMFX (0.00). LRSVX was incepted earlier than WCMFX: LRSVX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LRSVX (0.88). LRSVX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSVX has a lower initial minimum investment than WCMFX: LRSVX (0) vs WCMFX (100000). LRSVX annual gain was more profitable for investors over the last year : -15.72 vs. WCMFX (-76.28). LRSVX return over 5 years is better than : 15.48 vs. WCMFX (-65.29).
| LRSVX | WCMFX | LRSVX / WCMFX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -5.417 | -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 | -15.72 | -76.28 | 21% |
| Returns for 3 years | 14.56 | -67.31 | -22% |
| Returns for 5 years | 15.48 | -65.29 | -24% |
| Returns for 10 years | -31.45 | N/A | - |
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