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FSGRX vs WCMLX
FSGRX vs WCMLX Comparison
Open Charts FSGRX vs WCMLX
Franklin Small Cap Growth A
Price$22.11
Change+$0.36 (+1.66%)
VolumeN/A
Net Assets2.39B
WCM Small Cap Growth Institutional
Price$13.08
Change+$0.23 (+1.79%)
VolumeN/A
Net Assets43.42M
FSGRX vs WCMLX Comparison Chart in %
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FSGRX vs. WCMLX commentary
Aug 05, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.39B vs. WCMLX (43.4M). 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 annual gain was more profitable for investors over the last year : 6.10 vs. WCMLX (4.05). WCMLX return over 5 years is better than : 15.25 vs. FSGRX (-11.98).
| 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 | -6.331 | -0.078 | 8,142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 43.4M | 5,512% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.10 | 4.05 | 151% |
| Returns for 3 years | 21.51 | 11.35 | 189% |
| Returns for 5 years | -11.98 | 15.25 | -79% |
| Returns for 10 years | 15.38 | N/A | - |
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