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FMCVX vs WCMJX
FMCVX vs WCMJX Comparison
Open Charts FMCVX vs WCMJX
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 Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
FMCVX vs WCMJX Comparison Chart in %
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FMCVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 211M vs. WCMJX (1.61M). FMCVX pays higher dividends than WCMJX: FMCVX (0.72) vs WCMJX (0.00). FMCVX was incepted earlier than WCMJX: FMCVX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FMCVX: WCMJX (1000) vs FMCVX (1000000). FMCVX annual gain was more profitable for investors over the last year : -5.34 vs. WCMJX (-71.64). FMCVX return over 5 years is better than : -5.97 vs. WCMJX (-67.37).
| FMCVX | WCMJX | FMCVX / WCMJX | |
| Total Expense Ratio | 0.88 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.70 | 56% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -4.471 | -71.138 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -71.64 | 7% |
| Returns for 3 years | -9.58 | -65.48 | 15% |
| Returns for 5 years | -5.97 | -67.37 | 9% |
| Returns for 10 years | -16.50 | N/A | - |
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