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ALFKX vs WCMNX
ALFKX vs WCMNX Comparison
Open Charts ALFKX vs WCMNX
Lord Abbett Alpha Strategy R4
Price$28.38
Change+$0.36 (+1.28%)
VolumeN/A
Net Assets633.2M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ALFKX vs WCMNX Comparison Chart in %
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ALFKX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ALFKX has more cash in the bank: 633M vs. WCMNX (47.1M). ALFKX (0.00) and WCMNX (0.00) have matching dividends . ALFKX was incepted earlier than WCMNX: ALFKX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ALFKX (1.47). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ALFKX (4.00). ALFKX has a lower initial minimum investment than WCMNX: ALFKX (0) vs WCMNX (1000). ALFKX annual gain was more profitable for investors over the last year : 8.90 vs. WCMNX (8.34). ALFKX return over 5 years is better than : 1.88 vs. WCMNX (-6.49).
| ALFKX | WCMNX | ALFKX / WCMNX | |
| Total Expense Ratio | 1.47 | 1.24 | 119% |
| Annual Report Gross Expense Ratio | 1.47 | 2.04 | 72% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.014 | 6.421 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | 107% |
| Returns for 3 years | 26.33 | 18.68 | 141% |
| Returns for 5 years | 1.88 | -6.49 | -29% |
| Returns for 10 years | 33.01 | N/A | - |
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