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FRMCX vs WCMFX
FRMCX vs WCMFX Comparison
Open Charts FRMCX vs WCMFX
Franklin Mutual Small-Mid Cap Val A
Price$24.45
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets202.41M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
FRMCX vs WCMFX Comparison Chart in %
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FRMCX vs. WCMFX commentary
Aug 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: 202M vs. WCMFX (60.4M). FRMCX pays higher dividends than WCMFX: FRMCX (0.48) 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 (-12.07) and WCMFX (-12.54) have marching annual gain over last year. WCMFX return over 5 years is better than : 27.61 vs. FRMCX (16.37).
| 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 | 0.780 | -3.923 | -20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 60.4M | 334% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.07 | -12.54 | 96% |
| Returns for 3 years | -8.15 | 7.97 | -102% |
| Returns for 5 years | 16.37 | 27.61 | 59% |
| Returns for 10 years | -25.63 | N/A | - |
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