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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.61
Change-$0.15 (-8.52%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
LSRCX vs WCMFX Comparison Chart
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LSRCX vs. WCMFX commentary
Apr 04, 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 LSRCX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 358M vs. WCMFX (61.7M). LSRCX pays higher dividends than WCMFX: LSRCX (0.22) vs WCMFX (0.00). LSRCX was incepted earlier than WCMFX: LSRCX (28 years) vs WCMFX (5 years). LSRCX (1.94) is less costly to investors than WCMFX (1.27). LSRCX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (22.00). LSRCX has a lower initial minimum investment than WCMFX: LSRCX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -16.07 vs. LSRCX (-45.90). WCMFX return over 5 years is better than : 80.77 vs. LSRCX (-43.24).
| LSRCX | WCMFX | LSRCX / WCMFX | |
| Total Expense Ratio | 1.94 | 0.85 | 228% |
| Annual Report Gross Expense Ratio | 1.94 | 1.27 | 153% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -7.368 | -5.843 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 61.7M | 580% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -45.90 | -16.07 | 286% |
| Returns for 3 years | -50.67 | 2.45 | -2,066% |
| Returns for 5 years | -43.24 | 80.77 | -54% |
| Returns for 10 years | -91.36 | N/A | - |
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