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FMCVX vs WCMJX
FMCVX vs WCMJX Comparison
Open Charts FMCVX vs WCMJX
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 Investor
Price$11.76
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets62.37M
FMCVX vs WCMJX Comparison Chart in %
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FMCVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 211M vs. WCMJX (62.4M). FMCVX pays higher dividends than WCMJX: FMCVX (0.75) vs WCMJX (0.00). FMCVX was incepted earlier than WCMJX: FMCVX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FMCVX: WCMJX (1000) vs FMCVX (1000000). FMCVX annual gain was more profitable for investors over the last year : -13.31 vs. WCMJX (-14.03). WCMJX return over 5 years is better than : 30.14 vs. FMCVX (22.60).
| FMCVX | WCMJX | FMCVX / WCMJX | |
| Total Expense Ratio | 0.88 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.70 | 56% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 6.228 | 0.424 | 1,467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -14.03 | 95% |
| Returns for 3 years | -4.08 | 16.21 | -25% |
| Returns for 5 years | 22.60 | 30.14 | 75% |
| Returns for 10 years | -18.51 | N/A | - |
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