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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$22.96
Change-$0.67 (-2.84%)
VolumeN/A
Net Assets2.66B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
FSGRX vs WCMNX Comparison Chart
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FSGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.66B vs. WCMNX (40.2M). FSGRX (0.00) and WCMNX (0.00) have matching dividends . FSGRX was incepted earlier than WCMNX: FSGRX (25 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FSGRX (16.86). FSGRX (1000) and WCMNX (1000) have matching initial minimum investment requirements. FSGRX annual gain was more profitable for investors over the last year : 8.46 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. FSGRX (4.13).
| FSGRX | WCMNX | FSGRX / WCMNX | |
| 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 | -1.497 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -1.65 | -512% |
| Returns for 3 years | 18.78 | 6.38 | 294% |
| Returns for 5 years | 4.13 | 13.84 | 30% |
| Returns for 10 years | 20.84 | N/A | - |
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