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FRVFX vs WCMJX
FRVFX vs WCMJX Comparison
Open Charts FRVFX vs WCMJX
Franklin Small Cap Value C
Price$45.29
Change-$0.18 (-0.40%)
VolumeN/A
Net Assets3.75B
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
FRVFX vs WCMJX Comparison Chart in %
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FRVFX 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 FRVFX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.75B vs. WCMJX (60.4M). FRVFX pays higher dividends than WCMJX: FRVFX (0.29) 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 : -0.72 vs. WCMJX (-14.04). WCMJX (24.51) and FRVFX (23.33) have equivalent 5 years return.
| 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 | -0.460 | -3.820 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -14.04 | 5% |
| Returns for 3 years | 6.81 | 7.19 | 95% |
| Returns for 5 years | 23.33 | 24.51 | 95% |
| Returns for 10 years | -4.68 | N/A | - |
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