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FRMCX vs WCMJX
FRMCX vs WCMJX Comparison
Open Charts FRMCX vs WCMJX
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 Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
FRMCX vs WCMJX Comparison Chart in %
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FRMCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRMCX has more cash in the bank: 202M vs. WCMJX (60.4M). FRMCX pays higher dividends than WCMJX: FRMCX (0.48) 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 : -12.07 vs. WCMJX (-14.04). WCMJX return over 5 years is better than : 24.51 vs. FRMCX (16.37).
| 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 | 0.780 | -3.820 | -20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -14.04 | 86% |
| Returns for 3 years | -8.15 | 7.19 | -113% |
| Returns for 5 years | 16.37 | 24.51 | 67% |
| Returns for 10 years | -25.63 | N/A | - |
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