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LRSVX vs WCMFX
LRSVX vs WCMFX Comparison
Open Charts LRSVX vs WCMFX
Lord Abbett Small Cap Value R6
Price$21.16
Change+$0.19 (+0.91%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
LRSVX vs WCMFX Comparison Chart in %
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LRSVX vs. WCMFX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
LRSVX has more cash in the bank: 371M vs. WCMFX (22M). 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 : -6.17 vs. WCMFX (-18.45). LRSVX return over 5 years is better than : 33.42 vs. WCMFX (25.14).
| 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 | -1.225 | -4.841 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 22M | 1,686% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -6.17 | -18.45 | 33% |
| Returns for 3 years | 30.97 | 20.13 | 154% |
| Returns for 5 years | 33.42 | 25.14 | 133% |
| Returns for 10 years | -27.28 | N/A | - |
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