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LRSTX vs WCMJX
LRSTX vs WCMJX Comparison
Open Charts LRSTX vs WCMJX
Lord Abbett Small Cap Value R5
Price$20.59
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets372.05M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
LRSTX vs WCMJX Comparison Chart in %
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LRSTX vs. WCMJX commentary
Dec 27, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LRSTX has more cash in the bank: 372M vs. WCMJX (1.61M). LRSTX pays higher dividends than WCMJX: LRSTX (0.20) vs WCMJX (0.00). LRSTX was incepted earlier than WCMJX: LRSTX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSTX (0.96). LRSTX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSTX has a lower initial minimum investment than WCMJX: LRSTX (0) vs WCMJX (1000). LRSTX annual gain was more profitable for investors over the last year : -3.11 vs. WCMJX (-71.64). LRSTX return over 5 years is better than : 11.11 vs. WCMJX (-67.37).
| LRSTX | WCMJX | LRSTX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 0.96 | 1.70 | 56% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.952 | -71.138 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.61M | 23,063% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -3.11 | -71.64 | 4% |
| Returns for 3 years | 23.71 | -65.48 | -36% |
| Returns for 5 years | 11.11 | -67.37 | -16% |
| Returns for 10 years | -13.16 | N/A | - |
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