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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.65
Change-$0.01 (-0.60%)
VolumeN/A
Net Assets341.28M
WCM SMID Quality Val Fd Investor
Price$10.52
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets60.63M
LSRCX vs WCMJX Comparison Chart
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LSRCX vs. WCMJX commentary
May 02, 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: 341M vs. WCMJX (60.6M). 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 (1.52). 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 : -16.67 vs. LSRCX (-46.69). WCMJX return over 5 years is better than : 39.74 vs. LSRCX (-55.67).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.10 | 178% |
| Annual Report Gross Expense Ratio | 1.96 | 1.52 | 129% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -12.632 | -10.441 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 60.6M | 563% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -46.69 | -16.67 | 280% |
| Returns for 3 years | -49.24 | 2.43 | -2,029% |
| Returns for 5 years | -55.67 | 39.74 | -140% |
| Returns for 10 years | -91.66 | N/A | - |
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