Interact to see
Advertisement
Advertisement
LFSFX vs WCMFX
LFSFX vs WCMFX Comparison
Open Charts LFSFX vs WCMFX
Lord Abbett Focused Small Cap Value F
Price$28.75
Change+$0.55 (+1.95%)
VolumeN/A
Net Assets89.37M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
LFSFX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LFSFX vs. WCMFX commentary
Dec 04, 2025
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 LFSFX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LFSFX has more cash in the bank: 89.4M vs. WCMFX (2.65M). LFSFX (0.00) and WCMFX (0.00) have matching dividends . LFSFX was incepted earlier than WCMFX: LFSFX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LFSFX (1.20). LFSFX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). LFSFX has a lower initial minimum investment than WCMFX: LFSFX (0) vs WCMFX (100000). LFSFX annual gain was more profitable for investors over the last year : -8.23 vs. WCMFX (-76.13). LFSFX return over 5 years is better than : 15.56 vs. WCMFX (-64.64).
| LFSFX | WCMFX | LFSFX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 1.45 | 83% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -1.507 | -70.451 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 2.65M | 3,380% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.23 | -76.13 | 11% |
| Returns for 3 years | 10.31 | -66.82 | -15% |
| Returns for 5 years | 15.56 | -64.64 | -24% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement