Interact to see
Advertisement
Advertisement
LRSTX vs WCMFX
LRSTX vs WCMFX Comparison
Open Charts LRSTX vs WCMFX
Lord Abbett Small Cap Value R5
Price$20.62
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets366.08M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
LRSTX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSTX 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 LRSTX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSTX has more cash in the bank: 366M vs. WCMFX (21.8M). LRSTX pays higher dividends than WCMFX: LRSTX (0.20) vs WCMFX (0.00). LRSTX was incepted earlier than WCMFX: LRSTX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LRSTX (0.96). LRSTX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSTX has a lower initial minimum investment than WCMFX: LRSTX (0) vs WCMFX (100000). LRSTX annual gain was more profitable for investors over the last year : -10.02 vs. WCMFX (-20.62). LRSTX return over 5 years is better than : 32.40 vs. WCMFX (23.45).
| LRSTX | WCMFX | LRSTX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.810 | -5.509 | 33% |
| 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 | 0.20 | 0.00 | - |
| Returns for 1 year | -10.02 | -20.62 | 49% |
| Returns for 3 years | 24.37 | 16.46 | 148% |
| Returns for 5 years | 32.40 | 23.45 | 138% |
| Returns for 10 years | -28.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers