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FRVLX vs WCMFX
FRVLX vs WCMFX Comparison
Open Charts FRVLX vs WCMFX
Franklin Small Cap Value A
Price$58.63
Change-$0.33 (-0.56%)
VolumeN/A
Net Assets3.91B
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
FRVLX vs WCMFX Comparison Chart in %
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FRVLX vs. WCMFX commentary
Sep 17, 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 FRVLX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVLX has more cash in the bank: 3.91B vs. WCMFX (60.7M). FRVLX pays higher dividends than WCMFX: FRVLX (0.81) vs WCMFX (0.00). FRVLX was incepted earlier than WCMFX: FRVLX (30 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FRVLX (0.98). FRVLX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FRVLX has a lower initial minimum investment than WCMFX: FRVLX (1000) vs WCMFX (100000). FRVLX annual gain was more profitable for investors over the last year : 1.83 vs. WCMFX (-15.22). FRVLX return over 5 years is better than : 43.78 vs. WCMFX (36.47).
| FRVLX | WCMFX | FRVLX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 5.342 | -1.920 | -278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 60.7M | 6,448% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 1.83 | -15.22 | -12% |
| Returns for 3 years | 22.73 | 18.93 | 120% |
| Returns for 5 years | 43.78 | 36.47 | 120% |
| Returns for 10 years | 21.97 | N/A | - |
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