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FRVLX vs WCMJX
FRVLX vs WCMJX Comparison
Open Charts FRVLX vs WCMJX
Franklin Small Cap Value A
Price$55.73
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets3.73B
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.44M
FRVLX vs WCMJX Comparison Chart in %
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FRVLX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRVLX has more cash in the bank: 3.73B vs. WCMJX (59.4M). FRVLX pays higher dividends than WCMJX: FRVLX (0.85) vs WCMJX (0.00). FRVLX was incepted earlier than WCMJX: FRVLX (29 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 : -0.16 vs. WCMJX (-16.60). FRVLX return over 5 years is better than : 32.06 vs. WCMJX (22.53).
| FRVLX | WCMJX | FRVLX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.15 | 84% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -0.429 | -5.348 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.60 | 1% |
| Returns for 3 years | 11.38 | 6.29 | 181% |
| Returns for 5 years | 32.06 | 22.53 | 142% |
| Returns for 10 years | 8.72 | N/A | - |
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