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FSGRX vs WCMLX
FSGRX vs WCMLX Comparison
Open Charts FSGRX vs WCMLX
Franklin Small Cap Growth A
Price$20.69
Change+$0.37 (+1.82%)
VolumeN/A
Net Assets2.31B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
FSGRX vs WCMLX Comparison Chart
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FSGRX vs. WCMLX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.31B vs. WCMLX (41.6M). FSGRX (0.00) and WCMLX (0.00) have matching dividends . FSGRX was incepted earlier than WCMLX: FSGRX (25 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FSGRX (1.09). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FSGRX (15.99). 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 : -5.71 vs. WCMLX (-11.40). WCMLX return over 5 years is better than : 59.64 vs. FSGRX (36.84).
| FSGRX | WCMLX | FSGRX / WCMLX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.09 | 1.86 | 59% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -12.489 | -11.120 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 41.6M | 5,543% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.71 | -11.40 | 50% |
| Returns for 3 years | 1.35 | -7.82 | -17% |
| Returns for 5 years | 36.84 | 59.64 | 62% |
| Returns for 10 years | 5.50 | N/A | - |
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