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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$21.90
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.43B
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
FSGRX vs WCMNX Comparison Chart
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FSGRX vs. WCMNX commentary
Jun 07, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.43B vs. WCMNX (42.8M). 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 (15.99). FSGRX (1000) and WCMNX (1000) have matching initial minimum investment requirements. FSGRX annual gain was more profitable for investors over the last year : 2.19 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. FSGRX (-3.94).
| 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 | -5.599 | -5.359 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 42.8M | 5,678% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.19 | -1.48 | -148% |
| Returns for 3 years | 28.64 | 11.82 | 242% |
| Returns for 5 years | -3.94 | 12.35 | -32% |
| Returns for 10 years | 11.44 | N/A | - |
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