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ALFVX vs WCMNX
ALFVX vs WCMNX Comparison
Open Charts ALFVX vs WCMNX
Lord Abbett Alpha Strategy R6
Price$30.07
Change+$0.50 (+1.69%)
VolumeN/A
Net Assets633.2M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ALFVX vs WCMNX Comparison Chart in %
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ALFVX 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 ALFVX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ALFVX has more cash in the bank: 633M vs. WCMNX (47.1M). ALFVX (0.00) and WCMNX (0.00) have matching dividends . ALFVX was incepted earlier than WCMNX: ALFVX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ALFVX (1.13). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ALFVX (4.00). ALFVX has a lower initial minimum investment than WCMNX: ALFVX (0) vs WCMNX (1000). ALFVX annual gain was more profitable for investors over the last year : 9.58 vs. WCMNX (8.34). ALFVX return over 5 years is better than : 4.19 vs. WCMNX (-6.49).
| ALFVX | WCMNX | ALFVX / WCMNX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.067 | 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 | 9.58 | 8.34 | 115% |
| Returns for 3 years | 28.02 | 18.68 | 150% |
| Returns for 5 years | 4.19 | -6.49 | -65% |
| Returns for 10 years | 40.35 | N/A | - |
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