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FVRMX vs WCMFX
FVRMX vs WCMFX Comparison
Open Charts FVRMX vs WCMFX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.97
Change-$0.45 (-1.70%)
VolumeN/A
Net Assets210.1M
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
FVRMX vs WCMFX Comparison Chart in %
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FVRMX vs. WCMFX commentary
Sep 15, 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 FVRMX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 210M vs. WCMFX (60.6M). FVRMX pays higher dividends than WCMFX: FVRMX (0.66) vs WCMFX (0.00). FVRMX was incepted earlier than WCMFX: FVRMX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). FVRMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. FVRMX annual gain was more profitable for investors over the last year : -11.54 vs. WCMFX (-13.32). WCMFX return over 5 years is better than : 37.62 vs. FVRMX (22.73).
| FVRMX | WCMFX | FVRMX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 1.45 | 68% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 4.802 | -1.669 | -288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 60.6M | 347% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -11.54 | -13.32 | 87% |
| Returns for 3 years | -2.19 | 17.45 | -13% |
| Returns for 5 years | 22.73 | 37.62 | 60% |
| Returns for 10 years | -17.69 | N/A | - |
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