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FVADX vs WCMFX
FVADX vs WCMFX Comparison
Open Charts FVADX vs WCMFX
Franklin Small Cap Value Adv
Price$64.20
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets3.93B
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
FVADX vs WCMFX Comparison Chart in %
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FVADX vs. WCMFX commentary
Aug 29, 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 FVADX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.93B vs. WCMFX (62.4M). FVADX pays higher dividends than WCMFX: FVADX (1.02) vs WCMFX (0.00). FVADX was incepted earlier than WCMFX: FVADX (29 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FVADX (0.73). FVADX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FVADX (100000) and WCMFX (100000) have matching initial minimum investment requirements. FVADX annual gain was more profitable for investors over the last year : 1.55 vs. WCMFX (-13.62). FVADX return over 5 years is better than : 43.49 vs. WCMFX (32.27).
| FVADX | WCMFX | FVADX / WCMFX | |
| Total Expense Ratio | 0.72 | 0.90 | 80% |
| Annual Report Gross Expense Ratio | 0.73 | 1.45 | 50% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 6.392 | 0.584 | 1,094% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 62.4M | 6,293% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 1.55 | -13.62 | -11% |
| Returns for 3 years | 20.52 | 17.33 | 118% |
| Returns for 5 years | 43.49 | 32.27 | 135% |
| Returns for 10 years | 25.96 | N/A | - |
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