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LFSFX vs WCMFX
LFSFX vs WCMFX Comparison
Open Charts LFSFX vs WCMFX
Lord Abbett Focused Small Cap Value F
Price$28.92
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets87.01M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
LFSFX vs WCMFX Comparison Chart in %
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LFSFX vs. WCMFX commentary
Oct 19, 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: 87M vs. WCMFX (21.8M). 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 : -9.71 vs. WCMFX (-20.62). LFSFX return over 5 years is better than : 36.45 vs. WCMFX (23.45).
| 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 | -3.180 | -5.509 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 21.8M | 399% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.71 | -20.62 | 47% |
| Returns for 3 years | 14.13 | 16.46 | 86% |
| Returns for 5 years | 36.45 | 23.45 | 155% |
| Returns for 10 years | N/A | N/A | - |
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