Interact to see
Advertisement
Advertisement
LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets347.96M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
LSRCX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSRCX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 348M vs. WCMFX (5.92M). LSRCX pays higher dividends than WCMFX: LSRCX (0.21) vs WCMFX (0.00). LSRCX was incepted earlier than WCMFX: LSRCX (29 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). LSRCX annual gain was more profitable for investors over the last year : -51.53 vs. WCMFX (-76.28). LSRCX (-64.28) and WCMFX (-65.29) have equivalent 5 years return.
| LSRCX | WCMFX | LSRCX / WCMFX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.96 | 1.45 | 135% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -6.316 | -71.870 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 5.92M | 5,874% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -51.53 | -76.28 | 68% |
| Returns for 3 years | -44.04 | -67.31 | 65% |
| Returns for 5 years | -64.28 | -65.29 | 98% |
| Returns for 10 years | -90.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CAFEX | 43.56 | 0.27 | +0.62% |
| American Funds AMCAP 529E | |||
| ICIEX | 24.24 | 0.08 | +0.33% |
| Macquarie Core Equity Fund Class I | |||
| BIAUX | 28.28 | N/A | N/A |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||
| GLRIX | 23.82 | N/A | N/A |
| James Balanced: Golden Rainbow Instl | |||
| MCYIX | 13.60 | -0.01 | -0.07% |
| NYLI Candriam Emerging Markets Eq Cl I | |||