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FSGRX vs WCMLX
FSGRX vs WCMLX Comparison
Open Charts FSGRX vs WCMLX
Franklin Small Cap Growth A
Price$22.96
Change-$0.67 (-2.84%)
VolumeN/A
Net Assets2.66B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
FSGRX vs WCMLX Comparison Chart
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FSGRX vs. WCMLX commentary
Feb 23, 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: 2.66B vs. WCMLX (40.2M). FSGRX (0.00) and WCMLX (0.00) have matching dividends . FSGRX was incepted earlier than WCMLX: FSGRX (25 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FSGRX (16.86). 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 : 8.46 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. FSGRX (4.13).
| FSGRX | WCMLX | FSGRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -1.120 | -1.477 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 40.2M | 6,627% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.46 | -1.40 | -604% |
| Returns for 3 years | 18.78 | 7.19 | 261% |
| Returns for 5 years | 4.13 | 15.29 | 27% |
| Returns for 10 years | 20.84 | N/A | - |
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