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LRSRX vs WCMFX
LRSRX vs WCMFX Comparison
Open Charts LRSRX vs WCMFX
Lord Abbett Small Cap Value R3
Price$13.45
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets364.61M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
LRSRX vs WCMFX Comparison Chart in %
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LRSRX 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 LRSRX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 365M vs. WCMFX (21.8M). LRSRX (0.00) and WCMFX (0.00) have matching dividends . LRSRX was incepted earlier than WCMFX: LRSRX (18 years) vs WCMFX (6 years). LRSRX (1.46) and WCMFX (1.45) have similar cost to investors . LRSRX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSRX has a lower initial minimum investment than WCMFX: LRSRX (0) vs WCMFX (100000). LRSRX annual gain was more profitable for investors over the last year : -13.78 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. LRSRX (16.85).
| LRSRX | WCMFX | LRSRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.46 | 1.45 | 101% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.253 | -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 | -13.78 | -20.62 | 67% |
| Returns for 3 years | 16.55 | 16.46 | 101% |
| Returns for 5 years | 16.85 | 23.45 | 72% |
| Returns for 10 years | -47.82 | N/A | - |
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