Interact to see
Advertisement
Advertisement
FMCVX vs WCMFX
FMCVX vs WCMFX Comparison
Open Charts FMCVX vs WCMFX
Franklin Mutual Small-Mid Cap Val R6
Price$26.55
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets211.01M
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
FMCVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMCVX vs. WCMFX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 211M vs. WCMFX (62.4M). FMCVX pays higher dividends than WCMFX: FMCVX (0.75) 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 (-13.31) and WCMFX (-13.62) have marching annual gain over last year. WCMFX return over 5 years is better than : 32.27 vs. FMCVX (22.60).
| 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 | 6.228 | 0.584 | 1,066% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 62.4M | 338% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | -13.31 | -13.62 | 98% |
| Returns for 3 years | -4.08 | 17.33 | -24% |
| Returns for 5 years | 22.60 | 32.27 | 70% |
| Returns for 10 years | -18.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement