Interact to see
Advertisement
Advertisement
LRSVX vs WCMFX
LRSVX vs WCMFX Comparison
Open Charts LRSVX vs WCMFX
Lord Abbett Small Cap Value R6
Price$20.57
Change-$0.32 (-1.53%)
VolumeN/A
Net Assets363.54M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
LRSVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSVX vs. WCMFX commentary
Nov 14, 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 LRSVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSVX has more cash in the bank: 364M vs. WCMFX (7.41M). LRSVX pays higher dividends than WCMFX: LRSVX (0.20) vs WCMFX (0.00). LRSVX was incepted earlier than WCMFX: LRSVX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LRSVX (0.88). LRSVX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). LRSVX has a lower initial minimum investment than WCMFX: LRSVX (0) vs WCMFX (100000). LRSVX annual gain was more profitable for investors over the last year : -14.19 vs. WCMFX (-24.81). LRSVX return over 5 years is better than : 23.08 vs. WCMFX (15.14).
| LRSVX | WCMFX | LRSVX / WCMFX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 1.45 | 61% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.602 | -7.930 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 7.41M | 4,916% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -14.19 | -24.81 | 57% |
| Returns for 3 years | 17.98 | 5.15 | 349% |
| Returns for 5 years | 23.08 | 15.14 | 152% |
| Returns for 10 years | -27.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IHOIX | 23.18 | 0.12 | +0.52% |
| Hartford International Opportunities I | |||
| HEOYX | 19.13 | 0.05 | +0.26% |
| Hartford Climate Opportunities Y | |||
| GLEPX | 13.78 | 0.01 | +0.07% |
| GS Energy Infrastructure Fd Instl Shares | |||
| JLGZX | 83.78 | -0.24 | -0.29% |
| JPMorgan Large Cap Growth R2 | |||
| RTXCX | 13.50 | -0.05 | -0.37% |
| Russell Inv Tax-Managed Real Assets C | |||