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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.87
Change+$0.01 (+0.54%)
VolumeN/A
Net Assets379.49M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
LSRCX vs WCMFX Comparison Chart in %
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LSRCX vs. WCMFX commentary
Jul 06, 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: 379M vs. WCMFX (63.2M). 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 : -10.46 vs. LSRCX (-42.35). WCMFX return over 5 years is better than : 40.93 vs. LSRCX (-55.17).
| 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 | -1.419 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 63.2M | 600% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -42.35 | -10.46 | 405% |
| Returns for 3 years | -37.31 | 16.82 | -222% |
| Returns for 5 years | -55.17 | 40.93 | -135% |
| Returns for 10 years | -90.70 | N/A | - |
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