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FVADX vs WCMJX
FVADX vs WCMJX Comparison
Open Charts FVADX vs WCMJX
Franklin Small Cap Value Adv
Price$64.20
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets3.93B
WCM SMID Quality Val Fd Investor
Price$11.76
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets62.37M
FVADX vs WCMJX Comparison Chart in %
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FVADX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.93B vs. WCMJX (62.4M). FVADX pays higher dividends than WCMJX: FVADX (1.02) vs WCMJX (0.00). FVADX was incepted earlier than WCMJX: FVADX (29 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FVADX (0.73). FVADX is a more actively managed with annual turnover of: 59.68 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FVADX: WCMJX (1000) vs FVADX (100000). FVADX annual gain was more profitable for investors over the last year : 1.55 vs. WCMJX (-14.03). FVADX return over 5 years is better than : 43.49 vs. WCMJX (30.14).
| FVADX | WCMJX | FVADX / WCMJX | |
| Total Expense Ratio | 0.72 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 0.73 | 1.70 | 43% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 6.392 | 0.424 | 1,506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -14.03 | -11% |
| Returns for 3 years | 20.52 | 16.21 | 127% |
| Returns for 5 years | 43.49 | 30.14 | 144% |
| Returns for 10 years | 25.96 | N/A | - |
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