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LSRCX vs WCMJX
LSRCX vs WCMJX Comparison
Open Charts LSRCX vs WCMJX
Lord Abbett Small Cap Value C
Price$1.83
Change-$0.02 (-1.08%)
VolumeN/A
Net Assets363.54M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
LSRCX vs WCMJX Comparison Chart in %
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LSRCX vs. WCMJX 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 LSRCX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LSRCX has more cash in the bank: 364M vs. WCMJX (7.41M). LSRCX pays higher dividends than WCMJX: LSRCX (0.21) vs WCMJX (0.00). LSRCX was incepted earlier than WCMJX: LSRCX (29 years) vs WCMJX (6 years). LSRCX (1.96) is less costly to investors than WCMJX (1.70). LSRCX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). LSRCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -25.56 vs. LSRCX (-50.97). WCMJX return over 5 years is better than : 11.94 vs. LSRCX (-62.46).
| LSRCX | WCMJX | LSRCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.15 | 170% |
| Annual Report Gross Expense Ratio | 1.96 | 1.70 | 115% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -3.684 | -9.253 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 7.41M | 4,916% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -50.97 | -25.56 | 199% |
| Returns for 3 years | -42.29 | 3.89 | -1,088% |
| Returns for 5 years | -62.46 | 11.94 | -523% |
| Returns for 10 years | -90.60 | N/A | - |
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