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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$24.26
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets2.85B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
FSGRX vs WCMNX Comparison Chart
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FSGRX vs. WCMNX commentary
Jan 19, 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: 2.85B vs. WCMNX (41.8M). 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 : 21.24 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. FSGRX (7.77).
| 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 | 4.479 | 4.649 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 41.8M | 6,821% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.24 | 11.60 | 183% |
| Returns for 3 years | 18.69 | 6.92 | 270% |
| Returns for 5 years | 7.77 | 21.39 | 36% |
| Returns for 10 years | 38.39 | N/A | - |
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