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FVFRX vs WCMJX
FVFRX vs WCMJX Comparison
Open Charts FVFRX vs WCMJX
Franklin Small Cap Value R
Price$57.49
Change-$0.87 (-1.49%)
VolumeN/A
Net Assets3.92B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
FVFRX vs WCMJX Comparison Chart in %
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FVFRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. FVFRX (3.92B). FVFRX pays higher dividends than WCMJX: FVFRX (0.58) vs WCMJX (0.00). FVFRX was incepted earlier than WCMJX: FVFRX (23 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FVFRX (1.23). FVFRX is a more actively managed with annual turnover of: 59.68 vs. WCMJX (15.00). FVFRX (1000) and WCMJX (1000) have matching initial minimum investment requirements. FVFRX annual gain was more profitable for investors over the last year : 1.13 vs. WCMJX (-17.15). FVFRX return over 5 years is better than : 36.41 vs. WCMJX (25.00).
| FVFRX | WCMJX | FVFRX / WCMJX | |
| Total Expense Ratio | 1.22 | 1.15 | 106% |
| Annual Report Gross Expense Ratio | 1.23 | 1.70 | 72% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.725 | -3.650 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -17.15 | -7% |
| Returns for 3 years | 27.33 | 20.74 | 132% |
| Returns for 5 years | 36.41 | 25.00 | 146% |
| Returns for 10 years | 17.44 | N/A | - |
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