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LRSVX vs WCMFX
LRSVX vs WCMFX Comparison
Open Charts LRSVX vs WCMFX
Lord Abbett Small Cap Value R6
Price$20.85
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets364.61M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
LRSVX vs WCMFX Comparison Chart in %
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LRSVX 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 LRSVX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LRSVX has more cash in the bank: 365M vs. WCMFX (21.7M). 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 : -9.92 vs. WCMFX (-20.62). LRSVX return over 5 years is better than : 33.07 vs. WCMFX (23.45).
| 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 | -1.790 | -5.509 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 21.7M | 1,682% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -9.92 | -20.62 | 48% |
| Returns for 3 years | 24.74 | 16.46 | 150% |
| Returns for 5 years | 33.07 | 23.45 | 141% |
| Returns for 10 years | -27.72 | N/A | - |
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