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FVADX vs WCMFX
FVADX vs WCMFX Comparison
Open Charts FVADX vs WCMFX
Franklin Small Cap Value Adv
Price$60.22
Change-$0.24 (-0.40%)
VolumeN/A
Net Assets3.74B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
FVADX vs WCMFX Comparison Chart in %
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FVADX vs. WCMFX commentary
Aug 08, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.74B vs. WCMFX (60.2M). 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 : 1.99 vs. WCMFX (-13.62). FVADX return over 5 years is better than : 35.70 vs. WCMFX (26.40).
| 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 | 0.116 | -3.673 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 60.2M | 6,209% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 1.99 | -13.62 | -15% |
| Returns for 3 years | 13.14 | 8.26 | 159% |
| Returns for 5 years | 35.70 | 26.40 | 135% |
| Returns for 10 years | 15.17 | N/A | - |
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