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FRMCX vs WCMFX
FRMCX vs WCMFX Comparison
Open Charts FRMCX vs WCMFX
Franklin Mutual Small-Mid Cap Val A
Price$25.32
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets204.7M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
FRMCX vs WCMFX Comparison Chart in %
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FRMCX 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 FRMCX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FRMCX has more cash in the bank: 205M vs. WCMFX (21.8M). FRMCX pays higher dividends than WCMFX: FRMCX (0.47) 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 : -18.37 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. FRMCX (12.01).
| 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 | 3.898 | -5.509 | -71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 21.8M | 940% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | -18.37 | -20.62 | 89% |
| Returns for 3 years | -1.79 | 16.46 | -11% |
| Returns for 5 years | 12.01 | 23.45 | 51% |
| Returns for 10 years | -21.72 | N/A | - |
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