Interact to see
Advertisement
Advertisement
FRVLX vs WCMJX
FRVLX vs WCMJX Comparison
Open Charts FRVLX vs WCMJX
Franklin Small Cap Value A
Price$58.42
Change-$0.88 (-1.48%)
VolumeN/A
Net Assets3.92B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
FRVLX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRVLX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. FRVLX (3.92B). FRVLX pays higher dividends than WCMJX: FRVLX (0.82) vs WCMJX (0.00). FRVLX was incepted earlier than WCMJX: FRVLX (30 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FRVLX (0.98). FRVLX is a more actively managed with annual turnover of: 59.68 vs. WCMJX (15.00). FRVLX (1000) and WCMJX (1000) have matching initial minimum investment requirements. FRVLX annual gain was more profitable for investors over the last year : 1.48 vs. WCMJX (-17.15). FRVLX return over 5 years is better than : 37.90 vs. WCMJX (25.00).
| FRVLX | WCMJX | FRVLX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.15 | 84% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 5.950 | -3.650 | -163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -17.15 | -9% |
| Returns for 3 years | 28.22 | 20.74 | 136% |
| Returns for 5 years | 37.90 | 25.00 | 152% |
| Returns for 10 years | 19.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers