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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.94
Change+$0.01 (+0.52%)
VolumeN/A
Net Assets403.54M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets68.89M
LSRCX vs WCMJX Comparison Chart
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LSRCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 404M vs. WCMJX (68.9M). LSRCX pays higher dividends than WCMJX: LSRCX (0.66) vs WCMJX (0.00). LSRCX was incepted earlier than WCMJX: LSRCX (28 years) vs WCMJX (5 years). LSRCX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). LSRCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : 4.97 vs. LSRCX (-35.85). WCMJX return over 5 years is better than : 14.58 vs. LSRCX (-65.09).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| 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 | 4.075 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 4.97 | -722% |
| Returns for 3 years | -48.75 | 11.76 | -415% |
| Returns for 5 years | -65.09 | 14.58 | -446% |
| Returns for 10 years | -89.63 | N/A | - |
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