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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.85
Change-$0.02 (-1.07%)
VolumeN/A
Net Assets374.37M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
LSRCX vs WCMJX Comparison Chart in %
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LSRCX vs. WCMJX commentary
Aug 16, 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
LSRCX has more cash in the bank: 374M vs. WCMJX (61.7M). 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 : -15.01 vs. LSRCX (-45.21). WCMJX return over 5 years is better than : 26.09 vs. LSRCX (-58.79).
| 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 | -1.952 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 61.7M | 606% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -45.21 | -15.01 | 301% |
| Returns for 3 years | -44.66 | 3.96 | -1,128% |
| Returns for 5 years | -58.79 | 26.09 | -225% |
| Returns for 10 years | -90.51 | N/A | - |
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