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ALFKX vs WCMLX
ALFKX vs WCMLX Comparison
Open Charts ALFKX vs WCMLX
Lord Abbett Alpha Strategy R4
Price$28.38
Change+$0.36 (+1.28%)
VolumeN/A
Net Assets633.2M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
ALFKX vs WCMLX Comparison Chart in %
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ALFKX vs. WCMLX commentary
Feb 04, 2026
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 ALFKX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ALFKX has more cash in the bank: 633M vs. WCMLX (47.1M). ALFKX (0.00) and WCMLX (0.00) have matching dividends . ALFKX was incepted earlier than WCMLX: ALFKX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ALFKX (1.47). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ALFKX (4.00). ALFKX has a lower initial minimum investment than WCMLX: ALFKX (0) vs WCMLX (100000). ALFKX (8.90) and WCMLX (8.52) have marching annual gain over last year. ALFKX return over 5 years is better than : 1.88 vs. WCMLX (-5.30).
| ALFKX | WCMLX | ALFKX / WCMLX | |
| Total Expense Ratio | 1.47 | 0.99 | 148% |
| Annual Report Gross Expense Ratio | 1.47 | 1.79 | 82% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.014 | 6.395 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 47.1M | 1,344% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.90 | 8.52 | 104% |
| Returns for 3 years | 26.33 | 19.51 | 135% |
| Returns for 5 years | 1.88 | -5.30 | -36% |
| Returns for 10 years | 33.01 | N/A | - |
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