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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$22.11
Change+$0.36 (+1.66%)
VolumeN/A
Net Assets2.39B
WCM Small Cap Growth Investor
Price$12.89
Change+$0.22 (+1.74%)
VolumeN/A
Net Assets43.42M
FSGRX vs WCMNX Comparison Chart in %
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FSGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.39B vs. WCMNX (43.4M). FSGRX (0.00) and WCMNX (0.00) have matching dividends . FSGRX was incepted earlier than WCMNX: FSGRX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FSGRX (1.09). WCMNX is a more actively managed with annual turnover of: 83.00 vs. FSGRX (16.31). FSGRX (1000) and WCMNX (1000) have matching initial minimum investment requirements. FSGRX annual gain was more profitable for investors over the last year : 6.10 vs. WCMNX (3.85). WCMNX return over 5 years is better than : 13.73 vs. FSGRX (-11.98).
| FSGRX | WCMNX | FSGRX / WCMNX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.09 | 2.04 | 53% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -6.331 | -0.158 | 4,017% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 3.85 | 158% |
| Returns for 3 years | 21.51 | 10.56 | 204% |
| Returns for 5 years | -11.98 | 13.73 | -87% |
| Returns for 10 years | 15.38 | N/A | - |
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