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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.98
Change-$1.75 (-46.92%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.51
Change-$0.13 (-1.03%)
VolumeN/A
CapitalizationN/A
LSRCX vs WCMFX Comparison Chart
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LSRCX vs. WCMFX commentary
Dec 19, 2024
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: 429M vs. WCMFX (69.6M). LSRCX pays higher dividends than WCMFX: LSRCX (0.66) vs WCMFX (0.00). LSRCX was incepted earlier than WCMFX: LSRCX (28 years) vs WCMFX (5 years). LSRCX is a more actively managed with annual turnover of: 34.00 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 : 3.56 vs. LSRCX (-35.96). WCMFX return over 5 years is better than : 19.14 vs. LSRCX (-64.12).
| LSRCX | WCMFX | LSRCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -37.018 | 2.289 | -1,617% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 69.6M | 616% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -35.96 | 3.56 | -1,010% |
| Returns for 3 years | -45.56 | 11.50 | -396% |
| Returns for 5 years | -64.12 | 19.14 | -335% |
| Returns for 10 years | -89.73 | N/A | - |
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