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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.60
Change+$0.03 (+1.91%)
VolumeN/A
Net Assets324.09M
WCM SMID Quality Val Fd Institutional
Price$10.50
Change+$0.13 (+1.25%)
VolumeN/A
Net Assets59.43M
LSRCX vs WCMFX Comparison Chart
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LSRCX vs. WCMFX commentary
Apr 24, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 324M vs. WCMFX (59.4M). 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 : -19.11 vs. LSRCX (-50.53). WCMFX return over 5 years is better than : 45.24 vs. LSRCX (-55.86).
| 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 | -17.368 | -13.439 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 59.4M | 545% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -50.53 | -19.11 | 264% |
| Returns for 3 years | -53.95 | -1.80 | 2,998% |
| Returns for 5 years | -55.86 | 45.24 | -123% |
| Returns for 10 years | -92.26 | N/A | - |
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