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FRMCX vs WCMFX
FRMCX vs WCMFX Comparison
Open Charts FRMCX vs WCMFX
Franklin Mutual Small-Mid Cap Val A
Price$25.84
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets211.59M
WCM SMID Quality Val Fd Institutional
Price$11.57
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets51.02M
FRMCX vs WCMFX Comparison Chart in %
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FRMCX vs. WCMFX commentary
Oct 07, 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 FRMCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRMCX has more cash in the bank: 212M vs. WCMFX (51M). FRMCX pays higher dividends than WCMFX: FRMCX (0.47) vs WCMFX (0.00). FRMCX was incepted earlier than WCMFX: FRMCX (30 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FRMCX (1.25). FRMCX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). FRMCX has a lower initial minimum investment than WCMFX: FRMCX (1000) vs WCMFX (100000). FRMCX annual gain was more profitable for investors over the last year : -14.32 vs. WCMFX (-16.39). WCMFX return over 5 years is better than : 29.94 vs. FRMCX (15.97).
| FRMCX | WCMFX | FRMCX / WCMFX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.25 | 1.45 | 86% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 6.114 | -2.922 | -209% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 51M | 416% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | -14.32 | -16.39 | 87% |
| Returns for 3 years | 4.31 | 22.55 | 19% |
| Returns for 5 years | 15.97 | 29.94 | 53% |
| Returns for 10 years | -20.80 | N/A | - |
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