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FMCVX vs WCMJX
FMCVX vs WCMJX Comparison
Open Charts FMCVX vs WCMJX
Franklin Mutual Small-Mid Cap Val R6
Price$25.83
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets206.93M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
FMCVX vs WCMJX Comparison Chart in %
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FMCVX vs. WCMJX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FMCVX has more cash in the bank: 207M vs. WCMJX (7.41M). FMCVX pays higher dividends than WCMJX: FMCVX (0.73) 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 : -21.35 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. FMCVX (7.82).
| 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 | 4.910 | -8.149 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 7.41M | 2,795% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -21.35 | -25.22 | 85% |
| Returns for 3 years | -9.23 | 4.14 | -223% |
| Returns for 5 years | 7.82 | 13.30 | 59% |
| Returns for 10 years | -18.01 | N/A | - |
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