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FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
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 Investor
Price$11.56
Change-$0.19 (-1.62%)
VolumeN/A
Net Assets60.59M
FVRMX vs WCMJX Comparison Chart in %
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FVRMX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 210M vs. WCMJX (60.6M). 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 : -11.54 vs. WCMJX (-13.80). WCMJX return over 5 years is better than : 35.52 vs. FVRMX (22.73).
| 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 | 4.802 | -1.868 | -257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -13.80 | 84% |
| Returns for 3 years | -2.19 | 16.30 | -13% |
| Returns for 5 years | 22.73 | 35.52 | 64% |
| Returns for 10 years | -17.69 | N/A | - |
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