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FVFRX vs WCMFX
FVFRX vs WCMFX Comparison
Open Charts FVFRX vs WCMFX
Franklin Small Cap Value R
Price$54.66
Change-$0.22 (-0.40%)
VolumeN/A
Net Assets3.74B
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
FVFRX vs WCMFX Comparison Chart in %
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FVFRX vs. WCMFX 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 FVFRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVFRX has more cash in the bank: 3.74B vs. WCMFX (60.2M). 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 : 1.44 vs. WCMFX (-12.48). FVFRX return over 5 years is better than : 30.65 vs. WCMFX (25.96).
| 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 | -0.580 | -4.007 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 60.2M | 6,209% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 1.44 | -12.48 | -12% |
| Returns for 3 years | 9.55 | 6.98 | 137% |
| Returns for 5 years | 30.65 | 25.96 | 118% |
| Returns for 10 years | 6.22 | N/A | - |
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