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LRSPX vs WCMFX
LRSPX vs WCMFX Comparison
Open Charts LRSPX vs WCMFX
Lord Abbett Small Cap Value P
Price$13.61
Change+$0.24 (+1.80%)
VolumeN/A
Net Assets366.08M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
LRSPX vs WCMFX Comparison Chart in %
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LRSPX vs. WCMFX commentary
Oct 21, 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 LRSPX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSPX has more cash in the bank: 366M vs. WCMFX (21.8M). LRSPX (0.00) and WCMFX (0.00) have matching dividends . LRSPX was incepted earlier than WCMFX: LRSPX (26 years) vs WCMFX (6 years). WCMFX (1.45) and LRSPX (1.41) have similar cost to investors . LRSPX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSPX has a lower initial minimum investment than WCMFX: LRSPX (0) vs WCMFX (100000). LRSPX annual gain was more profitable for investors over the last year : -11.51 vs. WCMFX (-19.15). WCMFX return over 5 years is better than : 27.70 vs. LRSPX (20.23).
| LRSPX | WCMFX | LRSPX / WCMFX | |
| Total Expense Ratio | 1.41 | 0.90 | 157% |
| Annual Report Gross Expense Ratio | 1.41 | 1.45 | 97% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -0.439 | -4.174 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 21.8M | 1,679% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.51 | -19.15 | 60% |
| Returns for 3 years | 20.02 | 20.08 | 100% |
| Returns for 5 years | 20.23 | 27.70 | 73% |
| Returns for 10 years | -47.34 | N/A | - |