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LFSFX vs WCMJX
LFSFX vs WCMJX Comparison
Open Charts LFSFX vs WCMJX
Lord Abbett Focused Small Cap Value F
Price$28.44
Change-$0.44 (-1.52%)
VolumeN/A
Net Assets86.36M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
LFSFX vs WCMJX Comparison Chart in %
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LFSFX vs. WCMJX commentary
Nov 14, 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 Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LFSFX has more cash in the bank: 86.4M vs. WCMJX (7.41M). LFSFX (0.00) and WCMJX (0.00) have matching dividends . LFSFX was incepted earlier than WCMJX: LFSFX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LFSFX (1.20). LFSFX is a more actively managed with annual turnover of: 57.00 vs. WCMJX (15.00). LFSFX has a lower initial minimum investment than WCMJX: LFSFX (0) vs WCMJX (1000). LFSFX annual gain was more profitable for investors over the last year : -13.61 vs. WCMJX (-25.22). LFSFX return over 5 years is better than : 23.68 vs. WCMJX (13.30).
| LFSFX | WCMJX | LFSFX / WCMJX | |
| Total Expense Ratio | 1.03 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.20 | 1.70 | 71% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -3.314 | -8.149 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 7.41M | 1,167% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.61 | -25.22 | 54% |
| Returns for 3 years | 7.04 | 4.14 | 170% |
| Returns for 5 years | 23.68 | 13.30 | 178% |
| Returns for 10 years | N/A | N/A | - |
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