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FVFRX vs WCMJX
FVFRX vs WCMJX Comparison
Open Charts FVFRX vs WCMJX
Franklin Small Cap Value R
Price$54.66
Change-$0.22 (-0.40%)
VolumeN/A
Net Assets3.74B
WCM SMID Quality Val Fd Investor
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets60.2M
FVFRX vs WCMJX Comparison Chart in %
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FVFRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVFRX has more cash in the bank: 3.74B vs. WCMJX (60.2M). FVFRX pays higher dividends than WCMJX: FVFRX (0.60) 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 : 1.44 vs. WCMJX (-12.89). FVFRX return over 5 years is better than : 30.65 vs. WCMJX (24.07).
| 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 | -0.580 | -4.160 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -12.89 | -11% |
| Returns for 3 years | 9.55 | 5.91 | 162% |
| Returns for 5 years | 30.65 | 24.07 | 127% |
| Returns for 10 years | 6.22 | N/A | - |
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