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FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
Franklin Mutual Small-Mid Cap Val Adv
Price$24.90
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets197.62M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
FVRMX vs WCMJX Comparison Chart in %
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FVRMX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 198M vs. WCMJX (5.92M). FVRMX pays higher dividends than WCMJX: FVRMX (0.66) vs WCMJX (0.00). FVRMX was incepted earlier than WCMJX: FVRMX (20 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FVRMX: WCMJX (1000) vs FVRMX (100000). FVRMX annual gain was more profitable for investors over the last year : -23.14 vs. WCMJX (-77.39). FVRMX return over 5 years is better than : -1.53 vs. WCMJX (-67.35).
| FVRMX | WCMJX | FVRMX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.70 | 58% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 0.444 | -73.090 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 5.92M | 3,342% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -23.14 | -77.39 | 30% |
| Returns for 3 years | -13.30 | -68.98 | 19% |
| Returns for 5 years | -1.53 | -67.35 | 2% |
| Returns for 10 years | -23.58 | N/A | - |
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