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FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.02
Change+$0.31 (+1.25%)
VolumeN/A
Net Assets200.16M
WCM SMID Quality Val Fd Investor
Price$11.30
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets59.51M
FVRMX vs WCMJX Comparison Chart in %
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FVRMX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 200M vs. WCMJX (59.5M). FVRMX pays higher dividends than WCMJX: FVRMX (0.68) 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 : -14.85 vs. WCMJX (-16.28). WCMJX return over 5 years is better than : 23.18 vs. FVRMX (19.66).
| 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 | -0.282 | -5.263 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -16.28 | 91% |
| Returns for 3 years | -8.40 | 5.58 | -150% |
| Returns for 5 years | 19.66 | 23.18 | 85% |
| Returns for 10 years | -24.74 | N/A | - |
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