Interact to see
Advertisement
Advertisement
ALFVX vs WCMLX
ALFVX vs WCMLX Comparison
Open Charts ALFVX vs WCMLX
Lord Abbett Alpha Strategy R6
Price$30.07
Change+$0.50 (+1.69%)
VolumeN/A
Net Assets633.2M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
ALFVX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALFVX 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 ALFVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ALFVX has more cash in the bank: 633M vs. WCMLX (47.1M). ALFVX (0.00) and WCMLX (0.00) have matching dividends . ALFVX was incepted earlier than WCMLX: ALFVX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ALFVX (1.13). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ALFVX (4.00). ALFVX has a lower initial minimum investment than WCMLX: ALFVX (0) vs WCMLX (100000). ALFVX annual gain was more profitable for investors over the last year : 9.58 vs. WCMLX (8.52). ALFVX return over 5 years is better than : 4.19 vs. WCMLX (-5.30).
| ALFVX | WCMLX | ALFVX / WCMLX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.067 | 6.395 | 95% |
| 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 | 9.58 | 8.52 | 112% |
| Returns for 3 years | 28.02 | 19.51 | 144% |
| Returns for 5 years | 4.19 | -5.30 | -79% |
| Returns for 10 years | 40.35 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement