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FVADX vs WCMFX
FVADX vs WCMFX Comparison
Open Charts FVADX vs WCMFX
Franklin Small Cap Value Adv
Price$64.50
Change+$1.18 (+1.86%)
VolumeN/A
Net Assets3.91B
WCM SMID Quality Val Fd Institutional
Price$11.82
Change+$0.15 (+1.29%)
VolumeN/A
Net Assets60.68M
FVADX vs WCMFX Comparison Chart in %
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FVADX vs. WCMFX commentary
Sep 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 FVADX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.91B vs. WCMFX (60.7M). FVADX pays higher dividends than WCMFX: FVADX (0.97) 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 : 0.81 vs. WCMFX (-15.98). FVADX return over 5 years is better than : 48.44 vs. WCMFX (36.49).
| 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 | 4.852 | -2.588 | -187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 60.7M | 6,448% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 0.81 | -15.98 | -5% |
| Returns for 3 years | 21.89 | 17.05 | 128% |
| Returns for 5 years | 48.44 | 36.49 | 133% |
| Returns for 10 years | 26.45 | N/A | - |
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