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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.94
Change+$0.01 (+0.52%)
VolumeN/A
Net Assets403.54M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets68.89M
LSRCX vs WCMFX Comparison Chart
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LSRCX vs. WCMFX commentary
Jan 19, 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: 404M vs. WCMFX (68.9M). 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 : 5.50 vs. LSRCX (-35.85). WCMFX return over 5 years is better than : 16.43 vs. LSRCX (-65.09).
| 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 | 2.105 | 4.090 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 68.9M | 586% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -35.85 | 5.50 | -652% |
| Returns for 3 years | -48.75 | 12.85 | -379% |
| Returns for 5 years | -65.09 | 16.43 | -396% |
| Returns for 10 years | -89.63 | N/A | - |
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