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LRSVX vs WCMJX
LRSVX vs WCMJX Comparison
Open Charts LRSVX vs WCMJX
Lord Abbett Small Cap Value R6
Price$20.85
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets364.61M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
LRSVX vs WCMJX Comparison Chart in %
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LRSVX 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 LRSVX is a StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LRSVX has more cash in the bank: 365M vs. WCMJX (21.8M). LRSVX pays higher dividends than WCMJX: LRSVX (0.20) vs WCMJX (0.00). LRSVX was incepted earlier than WCMJX: LRSVX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LRSVX (0.88). LRSVX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LRSVX has a lower initial minimum investment than WCMJX: LRSVX (0) vs WCMJX (1000). LRSVX annual gain was more profitable for investors over the last year : -9.92 vs. WCMJX (-21.05). LRSVX return over 5 years is better than : 33.07 vs. WCMJX (21.44).
| LRSVX | WCMJX | LRSVX / WCMJX | |
| Total Expense Ratio | 0.88 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.88 | 1.70 | 52% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.790 | -5.772 | 31% |
| 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 | 0.20 | 0.00 | - |
| Returns for 1 year | -9.92 | -21.05 | 47% |
| Returns for 3 years | 24.74 | 15.26 | 162% |
| Returns for 5 years | 33.07 | 21.44 | 154% |
| Returns for 10 years | -27.72 | N/A | - |
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