FRVFX
Price
$48.06
Change
-$0.19 (-0.39%)
Updated
Aug 29 closing price
Net Assets
3.93B
WCMFX
Price
$11.93
Change
-$0.05 (-0.42%)
Updated
Aug 29 closing price
Net Assets
62.37M
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FRVFX vs WCMFX

Header iconFRVFX vs WCMFX Comparison
Open Charts FRVFX vs WCMFXBanner chart's image
Franklin Small Cap Value C
Price$48.06
Change-$0.19 (-0.39%)
VolumeN/A
Net Assets3.93B
WCM SMID Quality Val Fd Institutional
Price$11.93
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets62.37M
FRVFX vs WCMFX Comparison Chart in %
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FRVFX vs. WCMFX commentary
Aug 30, 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 StrongBuy and WCMFX is a Buy.

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FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.93B vs. WCMFX (62.4M). 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 : -1.59 vs. WCMFX (-14.37). WCMFX (31.50) and FRVFX (30.27) have equivalent 5 years return.
FRVFXWCMFXFRVFX / WCMFX
Total Expense Ratio1.720.90191%
Annual Report Gross Expense Ratio1.731.45119%
Fund Existence29 years6 years-
Gain YTD5.6260.000-
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B62.4M6,293%
Annual Yield % from dividends0.290.00-
Returns for 1 year-1.59-14.3711%
Returns for 3 years15.3917.3489%
Returns for 5 years30.2731.5096%
Returns for 10 years7.02N/A-
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