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FVFRX vs WCMFX
FVFRX vs WCMFX Comparison
Open Charts FVFRX vs WCMFX
Franklin Small Cap Value R
Price$57.49
Change-$0.87 (-1.49%)
VolumeN/A
Net Assets3.92B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
FVFRX vs WCMFX Comparison Chart in %
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FVFRX vs. WCMFX commentary
Oct 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 FVFRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 23.7B vs. FVFRX (3.92B). FVFRX pays higher dividends than WCMFX: FVFRX (0.58) vs WCMFX (0.00). FVFRX was incepted earlier than WCMFX: FVFRX (23 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FVFRX (1.23). FVFRX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FVFRX has a lower initial minimum investment than WCMFX: FVFRX (1000) vs WCMFX (100000). FVFRX annual gain was more profitable for investors over the last year : 1.13 vs. WCMFX (-16.70). FVFRX return over 5 years is better than : 36.41 vs. WCMFX (27.00).
| FVFRX | WCMFX | FVFRX / WCMFX | |
| Total Expense Ratio | 1.22 | 0.90 | 136% |
| Annual Report Gross Expense Ratio | 1.23 | 1.45 | 85% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.725 | -3.422 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 23.7B | 17% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 1.13 | -16.70 | -7% |
| Returns for 3 years | 27.33 | 21.92 | 125% |
| Returns for 5 years | 36.41 | 27.00 | 135% |
| Returns for 10 years | 17.44 | N/A | - |
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