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FRVFX vs WCMFX
FRVFX vs WCMFX Comparison
Open Charts FRVFX vs WCMFX
Franklin Small Cap Value C
Price$45.29
Change-$0.18 (-0.40%)
VolumeN/A
Net Assets3.75B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
FRVFX vs WCMFX Comparison Chart in %
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FRVFX 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 FRVFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.75B vs. WCMFX (60.4M). FRVFX pays higher dividends than WCMFX: FRVFX (0.29) 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 : -0.72 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 26.40 vs. FRVFX (23.33).
| 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 | -0.460 | -3.673 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 60.4M | 6,215% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -0.72 | -13.62 | 5% |
| Returns for 3 years | 6.81 | 8.26 | 83% |
| Returns for 5 years | 23.33 | 26.40 | 88% |
| Returns for 10 years | -4.68 | N/A | - |
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