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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets355.33M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
LSRCX vs WCMJX Comparison Chart
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LSRCX vs. WCMJX commentary
Jun 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: 355M vs. WCMJX (61M). LSRCX pays higher dividends than WCMJX: LSRCX (0.22) 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 : -15.18 vs. LSRCX (-47.15). WCMJX return over 5 years is better than : 21.81 vs. LSRCX (-62.37).
| 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 | -8.947 | -6.112 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 61M | 582% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -47.15 | -15.18 | 311% |
| Returns for 3 years | -48.65 | 4.34 | -1,121% |
| Returns for 5 years | -62.37 | 21.81 | -286% |
| Returns for 10 years | -91.37 | N/A | - |
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