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FVRMX vs WCMFX
FVRMX vs WCMFX Comparison
Open Charts FVRMX vs WCMFX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.02
Change+$0.31 (+1.25%)
VolumeN/A
Net Assets200.16M
WCM SMID Quality Val Fd Institutional
Price$11.51
Change+$0.14 (+1.23%)
VolumeN/A
Net Assets59.51M
FVRMX vs WCMFX Comparison Chart in %
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FVRMX vs. WCMFX commentary
Aug 05, 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: 200M vs. WCMFX (59.5M). FVRMX pays higher dividends than WCMFX: FVRMX (0.68) 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 : -14.85 vs. WCMFX (-15.84). WCMFX return over 5 years is better than : 25.08 vs. FVRMX (19.66).
| 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 | -0.282 | -5.092 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 59.5M | 336% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -14.85 | -15.84 | 94% |
| Returns for 3 years | -8.40 | 6.66 | -126% |
| Returns for 5 years | 19.66 | 25.08 | 78% |
| Returns for 10 years | -24.74 | N/A | - |
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