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FVFRX vs WCMFX
FVFRX vs WCMFX Comparison
Open Charts FVFRX vs WCMFX
Franklin Small Cap Value R
Price$58.49
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets3.93B
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
FVFRX vs WCMFX Comparison Chart in %
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FVFRX vs. WCMFX 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 FVFRX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FVFRX has more cash in the bank: 3.93B vs. WCMFX (62.4M). FVFRX pays higher dividends than WCMFX: FVFRX (0.60) 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 : 0.52 vs. WCMFX (-13.62). FVFRX return over 5 years is better than : 38.69 vs. WCMFX (32.27).
| 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 | 6.033 | 0.584 | 1,032% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 62.4M | 6,293% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 0.52 | -13.62 | -4% |
| Returns for 3 years | 18.07 | 17.33 | 104% |
| Returns for 5 years | 38.69 | 32.27 | 120% |
| Returns for 10 years | 18.17 | N/A | - |
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