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FRVLX vs WCMFX
FRVLX vs WCMFX Comparison
Open Charts FRVLX vs WCMFX
Franklin Small Cap Value A
Price$55.73
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets3.73B
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
FRVLX vs WCMFX Comparison Chart in %
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FRVLX vs. WCMFX commentary
Aug 10, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVLX has more cash in the bank: 3.73B vs. WCMFX (59.4M). FRVLX pays higher dividends than WCMFX: FRVLX (0.85) vs WCMFX (0.00). FRVLX was incepted earlier than WCMFX: FRVLX (29 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 : -0.16 vs. WCMFX (-16.22). FRVLX return over 5 years is better than : 32.06 vs. WCMFX (24.42).
| FRVLX | WCMFX | FRVLX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -0.429 | -5.175 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 59.4M | 6,283% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -0.16 | -16.22 | 1% |
| Returns for 3 years | 11.38 | 7.37 | 154% |
| Returns for 5 years | 32.06 | 24.42 | 131% |
| Returns for 10 years | 8.72 | N/A | - |
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