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FRMCX vs WCMFX
FRMCX vs WCMFX Comparison
Open Charts FRMCX vs WCMFX
Franklin Mutual Small-Mid Cap Val A
Price$23.19
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets210.73M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
FRMCX vs WCMFX Comparison Chart in %
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FRMCX vs. WCMFX commentary
Dec 27, 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 FRMCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRMCX has more cash in the bank: 211M vs. WCMFX (1.62M). FRMCX pays higher dividends than WCMFX: FRMCX (0.46) vs WCMFX (0.00). FRMCX was incepted earlier than WCMFX: FRMCX (30 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FRMCX (1.25). FRMCX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). FRMCX has a lower initial minimum investment than WCMFX: FRMCX (1000) vs WCMFX (100000). FRMCX annual gain was more profitable for investors over the last year : -6.23 vs. WCMFX (-70.35). FRMCX return over 5 years is better than : -8.22 vs. WCMFX (-65.36).
| FRMCX | WCMFX | FRMCX / WCMFX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.25 | 1.45 | 86% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | -4.842 | -69.783 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 1.62M | 13,057% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -6.23 | -70.35 | 9% |
| Returns for 3 years | -11.21 | -63.51 | 18% |
| Returns for 5 years | -8.22 | -65.36 | 13% |
| Returns for 10 years | -19.21 | N/A | - |
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