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FVADX vs WCMFX
FVADX vs WCMFX Comparison
Open Charts FVADX vs WCMFX
Franklin Small Cap Value Adv
Price$63.55
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets3.86B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
FVADX vs WCMFX Comparison Chart in %
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FVADX vs. WCMFX commentary
Oct 09, 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: 3.86B vs. WCMFX (22M). FVADX pays higher dividends than WCMFX: FVADX (0.98) 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 : 1.24 vs. WCMFX (-18.45). FVADX return over 5 years is better than : 39.35 vs. WCMFX (25.14).
| 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 | 4.554 | -4.841 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 22M | 17,564% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 1.24 | -18.45 | -7% |
| Returns for 3 years | 28.04 | 20.13 | 139% |
| Returns for 5 years | 39.35 | 25.14 | 157% |
| Returns for 10 years | 23.30 | N/A | - |
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