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FRVLX vs WCMFX
FRVLX vs WCMFX Comparison
Open Charts FRVLX vs WCMFX
Franklin Small Cap Value A
Price$58.42
Change-$0.88 (-1.48%)
VolumeN/A
Net Assets3.92B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
FRVLX vs WCMFX Comparison Chart in %
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FRVLX vs. WCMFX commentary
Oct 08, 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
WCMFX has more cash in the bank: 23.7B vs. FRVLX (3.92B). FRVLX pays higher dividends than WCMFX: FRVLX (0.82) 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 : 1.48 vs. WCMFX (-16.70). FRVLX return over 5 years is better than : 37.90 vs. WCMFX (27.00).
| 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 | 5.950 | -3.422 | -174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 23.7B | 17% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 1.48 | -16.70 | -9% |
| Returns for 3 years | 28.22 | 21.92 | 129% |
| Returns for 5 years | 37.90 | 27.00 | 140% |
| Returns for 10 years | 19.28 | N/A | - |
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