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LRSRX vs WCMJX
LRSRX vs WCMJX Comparison
Open Charts LRSRX vs WCMJX
Lord Abbett Small Cap Value R3
Price$13.45
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets364.61M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
LRSRX vs WCMJX Comparison Chart in %
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LRSRX 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 LRSRX is a StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LRSRX has more cash in the bank: 365M vs. WCMJX (21.8M). LRSRX (0.00) and WCMJX (0.00) have matching dividends . LRSRX was incepted earlier than WCMJX: LRSRX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSRX (1.46). LRSRX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSRX has a lower initial minimum investment than WCMJX: LRSRX (0) vs WCMJX (1000). LRSRX annual gain was more profitable for investors over the last year : -13.78 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. LRSRX (16.85).
| LRSRX | WCMJX | LRSRX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.15 | 127% |
| Annual Report Gross Expense Ratio | 1.46 | 1.70 | 86% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.253 | -5.772 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -21.05 | 65% |
| Returns for 3 years | 16.55 | 15.26 | 108% |
| Returns for 5 years | 16.85 | 21.44 | 79% |
| Returns for 10 years | -47.82 | N/A | - |
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