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FSGRX vs WCMLX
FSGRX vs WCMLX Comparison
Open Charts FSGRX vs WCMLX
Franklin Small Cap Growth A
Price$23.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.5B
WCM Small Cap Growth Institutional
Price$13.82
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets44.71M
FSGRX vs WCMLX Comparison Chart in %
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FSGRX vs. WCMLX commentary
Sep 16, 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 FSGRX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.5B vs. WCMLX (44.7M). FSGRX (0.00) and WCMLX (0.00) have matching dividends . FSGRX was incepted earlier than WCMLX: FSGRX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FSGRX (1.09). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FSGRX (16.31). FSGRX has a lower initial minimum investment than WCMLX: FSGRX (1000) vs WCMLX (100000). FSGRX (5.92) and WCMLX (5.64) have marching annual gain over last year. WCMLX return over 5 years is better than : 20.11 vs. FSGRX (-7.23).
| FSGRX | WCMLX | FSGRX / WCMLX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.09 | 1.79 | 61% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -0.603 | 6.376 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 44.7M | 5,586% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.92 | 5.64 | 105% |
| Returns for 3 years | 41.08 | 28.09 | 146% |
| Returns for 5 years | -7.23 | 20.11 | -36% |
| Returns for 10 years | 27.80 | N/A | - |