Interact to see
Advertisement
Advertisement
LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.85
Change-$0.02 (-1.07%)
VolumeN/A
Net Assets374.37M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.7M
LSRCX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSRCX vs. WCMFX commentary
Aug 16, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 374M vs. WCMFX (61.7M). LSRCX pays higher dividends than WCMFX: LSRCX (0.21) vs WCMFX (0.00). LSRCX was incepted earlier than WCMFX: LSRCX (28 years) vs WCMFX (6 years). LSRCX (1.96) is less costly to investors than WCMFX (1.45). LSRCX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : -14.59 vs. LSRCX (-45.21). WCMFX return over 5 years is better than : 28.07 vs. LSRCX (-58.79).
| LSRCX | WCMFX | LSRCX / WCMFX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.96 | 1.45 | 135% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.579 | -1.753 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 61.7M | 606% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -45.21 | -14.59 | 310% |
| Returns for 3 years | -44.66 | 5.00 | -894% |
| Returns for 5 years | -58.79 | 28.07 | -209% |
| Returns for 10 years | -90.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement