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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.61
Change-$0.15 (-8.52%)
VolumeN/A
Net Assets358.36M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
LSRCX vs WCMJX Comparison Chart
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LSRCX vs. WCMJX commentary
Apr 04, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 358M vs. WCMJX (61.7M). LSRCX pays higher dividends than WCMJX: LSRCX (0.22) vs WCMJX (0.00). LSRCX was incepted earlier than WCMJX: LSRCX (28 years) vs WCMJX (5 years). LSRCX (1.94) is less costly to investors than WCMJX (1.52). LSRCX is a more actively managed with annual turnover of: 42.00 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 : -16.50 vs. LSRCX (-45.90). WCMJX return over 5 years is better than : 77.85 vs. LSRCX (-43.24).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| Total Expense Ratio | 1.94 | 1.10 | 176% |
| Annual Report Gross Expense Ratio | 1.94 | 1.52 | 128% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -7.368 | -5.942 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 61.7M | 580% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -45.90 | -16.50 | 278% |
| Returns for 3 years | -50.67 | 1.47 | -3,458% |
| Returns for 5 years | -43.24 | 77.85 | -56% |
| Returns for 10 years | -91.36 | N/A | - |
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