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FRVFX vs WCMJX
FRVFX vs WCMJX Comparison
Open Charts FRVFX vs WCMJX
Franklin Small Cap Value C
Price$47.71
Change+$0.31 (+0.65%)
VolumeN/A
Net Assets3.86B
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
FRVFX vs WCMJX Comparison Chart in %
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FRVFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.86B vs. WCMJX (22M). FRVFX pays higher dividends than WCMJX: FRVFX (0.28) vs WCMJX (0.00). FRVFX was incepted earlier than WCMJX: FRVFX (29 years) vs WCMJX (6 years). FRVFX (1.73) and WCMJX (1.70) have similar cost to investors . FRVFX is a more actively managed with annual turnover of: 59.68 vs. WCMJX (15.00). FRVFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. FRVFX annual gain was more profitable for investors over the last year : -1.44 vs. WCMJX (-18.93). FRVFX return over 5 years is better than : 26.62 vs. WCMJX (23.13).
| FRVFX | WCMJX | FRVFX / WCMJX | |
| Total Expense Ratio | 1.72 | 1.15 | 150% |
| Annual Report Gross Expense Ratio | 1.73 | 1.70 | 102% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 3.765 | -5.093 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -18.93 | 8% |
| Returns for 3 years | 20.87 | 18.94 | 110% |
| Returns for 5 years | 26.62 | 23.13 | 115% |
| Returns for 10 years | 2.05 | N/A | - |
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