Interact to see
Advertisement
Advertisement
LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.87
Change+$0.01 (+0.54%)
VolumeN/A
Net Assets379.49M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets63.2M
LSRCX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSRCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 379M vs. WCMJX (63.2M). LSRCX pays higher dividends than WCMJX: LSRCX (0.21) vs WCMJX (0.00). LSRCX was incepted earlier than WCMJX: LSRCX (28 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 : -10.91 vs. LSRCX (-42.35). WCMJX return over 5 years is better than : 38.59 vs. LSRCX (-55.17).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.15 | 170% |
| Annual Report Gross Expense Ratio | 1.96 | 1.70 | 115% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.579 | -1.528 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -10.91 | 388% |
| Returns for 3 years | -37.31 | 15.77 | -237% |
| Returns for 5 years | -55.17 | 38.59 | -143% |
| Returns for 10 years | -90.70 | N/A | - |