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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$19.19
Change-$1.50 (-7.25%)
VolumeN/A
Net Assets2.35B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
FSGRX vs WCMNX Comparison Chart
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FSGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.35B vs. WCMNX (41.6M). FSGRX (0.00) and WCMNX (0.00) have matching dividends . FSGRX was incepted earlier than WCMNX: FSGRX (25 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FSGRX (1.09). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -5.71 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. FSGRX (36.84).
| FSGRX | WCMNX | FSGRX / WCMNX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.09 | 2.11 | 52% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -12.489 | -9.299 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 41.6M | 5,639% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.71 | -10.22 | 56% |
| Returns for 3 years | 1.35 | -7.10 | -19% |
| Returns for 5 years | 36.84 | 60.98 | 60% |
| Returns for 10 years | 5.50 | N/A | - |
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