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FMCVX vs WCMFX
FMCVX vs WCMFX Comparison
Open Charts FMCVX vs WCMFX
Franklin Mutual Small-Mid Cap Val R6
Price$26.49
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets208.74M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
FMCVX vs WCMFX Comparison Chart in %
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FMCVX vs. WCMFX commentary
Oct 09, 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 FMCVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 209M vs. WCMFX (22M). FMCVX pays higher dividends than WCMFX: FMCVX (0.73) vs WCMFX (0.00). FMCVX was incepted earlier than WCMFX: FMCVX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than FMCVX: WCMFX (100000) vs FMCVX (1000000). FMCVX annual gain was more profitable for investors over the last year : -13.78 vs. WCMFX (-18.45). WCMFX return over 5 years is better than : 25.14 vs. FMCVX (15.44).
| FMCVX | WCMFX | FMCVX / WCMFX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.030 | -4.841 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 22M | 950% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -13.78 | -18.45 | 75% |
| Returns for 3 years | 4.42 | 20.13 | 22% |
| Returns for 5 years | 15.44 | 25.14 | 61% |
| Returns for 10 years | -18.85 | N/A | - |
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