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FSGRX vs WCMNX
FSGRX vs WCMNX Comparison
Open Charts FSGRX vs WCMNX
Franklin Small Cap Growth A
Price$19.99
Change+$0.51 (+2.62%)
VolumeN/A
Net Assets2.2B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
FSGRX vs WCMNX Comparison Chart
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FSGRX vs. WCMNX commentary
Apr 25, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGRX has more cash in the bank: 2.2B vs. WCMNX (39.3M). 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 : -6.70 vs. WCMNX (-11.06). WCMNX return over 5 years is better than : 23.83 vs. FSGRX (8.95).
| 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 | -16.107 | -14.421 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 39.3M | 5,588% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.70 | -11.06 | 61% |
| Returns for 3 years | 3.12 | -6.06 | -52% |
| Returns for 5 years | 8.95 | 23.83 | 38% |
| Returns for 10 years | 0.57 | N/A | - |
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