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FMCVX vs WCMFX
FMCVX vs WCMFX Comparison
Open Charts FMCVX vs WCMFX
Franklin Mutual Small-Mid Cap Val R6
Price$23.93
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets210.73M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
FMCVX vs WCMFX Comparison Chart in %
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FMCVX vs. WCMFX commentary
Dec 25, 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 FMCVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 211M vs. WCMFX (1.61M). FMCVX pays higher dividends than WCMFX: FMCVX (0.72) vs WCMFX (0.00). FMCVX was incepted earlier than WCMFX: FMCVX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than FMCVX: WCMFX (100000) vs FMCVX (1000000). FMCVX annual gain was more profitable for investors over the last year : -5.34 vs. WCMFX (-70.39). FMCVX return over 5 years is better than : -5.97 vs. WCMFX (-65.45).
| FMCVX | WCMFX | FMCVX / WCMFX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -4.471 | -69.866 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 1.61M | 13,081% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | -5.34 | -70.39 | 8% |
| Returns for 3 years | -9.58 | -63.72 | 15% |
| Returns for 5 years | -5.97 | -65.45 | 9% |
| Returns for 10 years | -16.50 | N/A | - |
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