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FVADX vs WCMJX
FVADX vs WCMJX Comparison
Open Charts FVADX vs WCMJX
Franklin Small Cap Value Adv
Price$64.50
Change+$1.18 (+1.86%)
VolumeN/A
Net Assets3.91B
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets60.68M
FVADX vs WCMJX Comparison Chart in %
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FVADX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
FVADX has more cash in the bank: 3.91B vs. WCMJX (60.7M). FVADX pays higher dividends than WCMJX: FVADX (0.97) 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 : 0.81 vs. WCMJX (-16.42). FVADX return over 5 years is better than : 48.44 vs. WCMJX (34.39).
| 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 | 4.852 | -2.801 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -16.42 | -5% |
| Returns for 3 years | 21.89 | 15.89 | 138% |
| Returns for 5 years | 48.44 | 34.39 | 141% |
| Returns for 10 years | 26.45 | N/A | - |
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