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LRSQX vs WCMFX
LRSQX vs WCMFX Comparison
Open Charts LRSQX vs WCMFX
Lord Abbett Small Cap Value R2
Price$12.96
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets364.61M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
LRSQX vs WCMFX Comparison Chart in %
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LRSQX 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 LRSQX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSQX has more cash in the bank: 365M vs. WCMFX (21.8M). LRSQX (0.00) and WCMFX (0.00) have matching dividends . LRSQX was incepted earlier than WCMFX: LRSQX (18 years) vs WCMFX (6 years). LRSQX (1.56) is less costly to investors than WCMFX (1.45). LRSQX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSQX has a lower initial minimum investment than WCMFX: LRSQX (0) vs WCMFX (100000). LRSQX annual gain was more profitable for investors over the last year : -14.17 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. LRSQX (15.30).
| LRSQX | WCMFX | LRSQX / WCMFX | |
| Total Expense Ratio | 1.56 | 0.90 | 173% |
| Annual Report Gross Expense Ratio | 1.56 | 1.45 | 108% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.262 | -5.509 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 21.8M | 1,674% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.17 | -20.62 | 69% |
| Returns for 3 years | 15.71 | 16.46 | 95% |
| Returns for 5 years | 15.30 | 23.45 | 65% |
| Returns for 10 years | -49.43 | N/A | - |
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