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ALFTX vs WCMNX
ALFTX vs WCMNX Comparison
Open Charts ALFTX vs WCMNX
Lord Abbett Alpha Strategy R5
Price$29.82
Change+$0.48 (+1.64%)
VolumeN/A
Net Assets633.2M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ALFTX vs WCMNX Comparison Chart in %
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ALFTX 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 ALFTX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ALFTX has more cash in the bank: 633M vs. WCMNX (47.1M). ALFTX (0.00) and WCMNX (0.00) have matching dividends . ALFTX was incepted earlier than WCMNX: ALFTX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ALFTX (1.22). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ALFTX (4.00). ALFTX has a lower initial minimum investment than WCMNX: ALFTX (0) vs WCMNX (1000). ALFTX annual gain was more profitable for investors over the last year : 9.47 vs. WCMNX (8.34). ALFTX return over 5 years is better than : 3.67 vs. WCMNX (-6.49).
| ALFTX | WCMNX | ALFTX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 2.04 | 60% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.046 | 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 | 9.47 | 8.34 | 114% |
| Returns for 3 years | 27.63 | 18.68 | 148% |
| Returns for 5 years | 3.67 | -6.49 | -57% |
| Returns for 10 years | 39.10 | N/A | - |
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