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FMCVX vs WCMFX
FMCVX vs WCMFX Comparison
Open Charts FMCVX vs WCMFX
Franklin Mutual Small-Mid Cap Val R6
Price$26.08
Change+$0.23 (+0.89%)
VolumeN/A
Net Assets206.43M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
FMCVX vs WCMFX Comparison Chart in %
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FMCVX vs. WCMFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 206M vs. WCMFX (21.8M). FMCVX pays higher dividends than WCMFX: FMCVX (0.73) vs WCMFX (0.00). FMCVX was incepted earlier than WCMFX: FMCVX (12 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 : -17.72 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. FMCVX (14.29).
| FMCVX | WCMFX | FMCVX / WCMFX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 1.45 | 66% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.112 | -5.509 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 21.8M | 945% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -17.72 | -20.62 | 86% |
| Returns for 3 years | -0.49 | 16.46 | -3% |
| Returns for 5 years | 14.29 | 23.45 | 61% |
| Returns for 10 years | -18.81 | N/A | - |
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