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LSRCX vs WCMFX
LSRCX vs WCMFX Comparison
Open Charts LSRCX vs WCMFX
Lord Abbett Small Cap Value C
Price$1.84
Change-$0.06 (-3.16%)
VolumeN/A
Net Assets378.4M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
LSRCX vs WCMFX Comparison Chart
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LSRCX vs. WCMFX commentary
Feb 23, 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: 378M vs. WCMFX (66.5M). 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 : -4.28 vs. LSRCX (-39.75). WCMFX return over 5 years is better than : 13.12 vs. LSRCX (-65.07).
| 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 | 0.000 | 0.751 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 66.5M | 568% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -39.75 | -4.28 | 928% |
| Returns for 3 years | -46.29 | 11.76 | -394% |
| Returns for 5 years | -65.07 | 13.12 | -496% |
| Returns for 10 years | -90.53 | N/A | - |
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