Interact to see
Advertisement
Advertisement
FRMCX vs WCMJX
FRMCX vs WCMJX Comparison
Open Charts FRMCX vs WCMJX
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 Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets51.02M
FRMCX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRMCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRMCX has more cash in the bank: 212M vs. WCMJX (51M). FRMCX pays higher dividends than WCMJX: FRMCX (0.47) vs WCMJX (0.00). FRMCX was incepted earlier than WCMJX: FRMCX (30 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FRMCX (1.25). FRMCX is a more actively managed with annual turnover of: 87.90 vs. WCMJX (15.00). FRMCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. FRMCX annual gain was more profitable for investors over the last year : -14.32 vs. WCMJX (-16.76). WCMJX return over 5 years is better than : 28.03 vs. FRMCX (15.97).
| FRMCX | WCMJX | FRMCX / WCMJX | |
| Total Expense Ratio | 1.16 | 1.15 | 101% |
| Annual Report Gross Expense Ratio | 1.25 | 1.70 | 74% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 6.114 | -3.056 | -200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.76 | 85% |
| Returns for 3 years | 4.31 | 21.49 | 20% |
| Returns for 5 years | 15.97 | 28.03 | 57% |
| Returns for 10 years | -20.80 | N/A | - |