Interact to see
Advertisement
Advertisement
LRSFX vs WCMJX
LRSFX vs WCMJX Comparison
Open Charts LRSFX vs WCMJX
Lord Abbett Small Cap Value F
Price$15.21
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets366.08M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
LRSFX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSFX vs. WCMJX 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 LRSFX is a StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LRSFX has more cash in the bank: 366M vs. WCMJX (21.8M). LRSFX pays higher dividends than WCMJX: LRSFX (0.16) vs WCMJX (0.00). LRSFX was incepted earlier than WCMJX: LRSFX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSFX (1.06). LRSFX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSFX has a lower initial minimum investment than WCMJX: LRSFX (0) vs WCMJX (1000). LRSFX annual gain was more profitable for investors over the last year : -12.35 vs. WCMJX (-21.05). LRSFX (22.25) and WCMJX (21.44) have equivalent 5 years return.
| LRSFX | WCMJX | LRSFX / WCMJX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.06 | 1.70 | 62% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -1.934 | -5.772 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 21.8M | 1,679% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -12.35 | -21.05 | 59% |
| Returns for 3 years | 19.49 | 15.26 | 128% |
| Returns for 5 years | 22.25 | 21.44 | 104% |
| Returns for 10 years | -41.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JSCVX | 23.29 | 0.12 | +0.52% |
| Janus Henderson Small Cap Value T | |||
| FEFRX | 32.36 | 0.05 | +0.15% |
| First Eagle Rising Dividend Fund R6 | |||
| WMGAX | 26.19 | N/A | N/A |
| Macquarie Mid Cap Growth A | |||
| CWGFX | 75.22 | -0.09 | -0.12% |
| American Funds Capital World Gr&Inc F1 | |||
| MSAWX | 22.19 | -0.08 | -0.36% |
| Morgan Stanley Inst Asia Opp C | |||