Interact to see
Advertisement
Advertisement
FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
Franklin Mutual Small-Mid Cap Val Adv
Price$26.32
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets211.59M
WCM SMID Quality Val Fd Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets23.69B
FVRMX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVRMX vs. WCMJX commentary
Oct 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 FVRMX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. FVRMX (212M). 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 : -13.86 vs. WCMJX (-16.76). WCMJX return over 5 years is better than : 28.03 vs. FVRMX (17.56).
| 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 | 6.295 | -3.056 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 23.7B | 1% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -13.86 | -16.76 | 83% |
| Returns for 3 years | 5.30 | 21.49 | 25% |
| Returns for 5 years | 17.56 | 28.03 | 63% |
| Returns for 10 years | -18.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers