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FVADX vs WCMJX
FVADX vs WCMJX Comparison
Open Charts FVADX vs WCMJX
Franklin Small Cap Value Adv
Price$60.22
Change-$0.24 (-0.40%)
VolumeN/A
Net Assets3.74B
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
FVADX vs WCMJX Comparison Chart in %
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FVADX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.74B vs. WCMJX (60.2M). 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 : 1.99 vs. WCMJX (-14.04). FVADX return over 5 years is better than : 35.70 vs. WCMJX (24.51).
| 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 | 0.116 | -3.820 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -14.04 | -14% |
| Returns for 3 years | 13.14 | 7.19 | 183% |
| Returns for 5 years | 35.70 | 24.51 | 146% |
| Returns for 10 years | 15.17 | N/A | - |
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