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FRVFX vs WCMFX
FRVFX vs WCMFX Comparison
Open Charts FRVFX vs WCMFX
Franklin Small Cap Value C
Price$47.71
Change+$0.31 (+0.65%)
VolumeN/A
Net Assets3.86B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
FRVFX vs WCMFX Comparison Chart in %
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FRVFX vs. WCMFX commentary
Oct 09, 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 FRVFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.86B vs. WCMFX (22M). FRVFX pays higher dividends than WCMFX: FRVFX (0.28) vs WCMFX (0.00). FRVFX was incepted earlier than WCMFX: FRVFX (29 years) vs WCMFX (6 years). FRVFX (1.73) is less costly to investors than WCMFX (1.45). FRVFX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FRVFX has a lower initial minimum investment than WCMFX: FRVFX (1000) vs WCMFX (100000). FRVFX annual gain was more profitable for investors over the last year : -1.44 vs. WCMFX (-18.45). FRVFX return over 5 years is better than : 26.62 vs. WCMFX (25.14).
| FRVFX | WCMFX | FRVFX / WCMFX | |
| Total Expense Ratio | 1.72 | 0.90 | 191% |
| Annual Report Gross Expense Ratio | 1.73 | 1.45 | 119% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 3.765 | -4.841 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 22M | 17,564% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | -1.44 | -18.45 | 8% |
| Returns for 3 years | 20.87 | 20.13 | 104% |
| Returns for 5 years | 26.62 | 25.14 | 106% |
| Returns for 10 years | 2.05 | N/A | - |
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