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LMVVX vs WCMFX
LMVVX vs WCMFX Comparison
Open Charts LMVVX vs WCMFX
Lord Abbett Focused Small Cap Value R5
Price$28.55
Change+$0.56 (+2.00%)
VolumeN/A
Net Assets89.37M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
LMVVX vs WCMFX Comparison Chart in %
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LMVVX 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 LMVVX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LMVVX has more cash in the bank: 89.4M vs. WCMFX (2.65M). LMVVX (0.00) and WCMFX (0.00) have matching dividends . LMVVX was incepted earlier than WCMFX: LMVVX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LMVVX (1.10). LMVVX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). LMVVX has a lower initial minimum investment than WCMFX: LMVVX (0) vs WCMFX (100000). LMVVX annual gain was more profitable for investors over the last year : -8.22 vs. WCMFX (-76.13). LMVVX return over 5 years is better than : 15.34 vs. WCMFX (-64.64).
| LMVVX | WCMFX | LMVVX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -1.482 | -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 | -8.22 | -76.13 | 11% |
| Returns for 3 years | 10.26 | -66.82 | -15% |
| Returns for 5 years | 15.34 | -64.64 | -24% |
| Returns for 10 years | N/A | N/A | - |
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