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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets370.65M
WCM SMID Quality Val Fd Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets23.69B
LSRCX vs WCMJX Comparison Chart in %
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LSRCX vs. WCMJX commentary
Oct 08, 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
WCMJX has more cash in the bank: 23.7B vs. LSRCX (371M). LSRCX pays higher dividends than WCMJX: LSRCX (0.21) vs WCMJX (0.00). LSRCX was incepted earlier than WCMJX: LSRCX (29 years) vs WCMJX (6 years). LSRCX (1.96) is less costly to investors than WCMJX (1.70). LSRCX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LSRCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -16.76 vs. LSRCX (-45.71). WCMJX return over 5 years is better than : 28.03 vs. LSRCX (-57.83).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.15 | 170% |
| Annual Report Gross Expense Ratio | 1.96 | 1.70 | 115% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -1.053 | -3.056 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 23.7B | 2% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -45.71 | -16.76 | 273% |
| Returns for 3 years | -35.25 | 21.49 | -164% |
| Returns for 5 years | -57.83 | 28.03 | -206% |
| Returns for 10 years | -90.31 | N/A | - |
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