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FRVFX vs WCMFX
FRVFX vs WCMFX Comparison
Open Charts FRVFX vs WCMFX
Franklin Small Cap Value C
Price$46.72
Change+$0.38 (+0.82%)
VolumeN/A
Net Assets3.78B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
FRVFX vs WCMFX Comparison Chart in %
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FRVFX 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 FRVFX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.78B vs. WCMFX (21.8M). FRVFX pays higher dividends than WCMFX: FRVFX (0.28) vs WCMFX (0.00). FRVFX was incepted earlier than WCMFX: FRVFX (29 years) vs WCMFX (6 years). FRVFX (1.73) is less costly to investors than WCMFX (1.45). FRVFX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FRVFX has a lower initial minimum investment than WCMFX: FRVFX (1000) vs WCMFX (100000). FRVFX annual gain was more profitable for investors over the last year : -6.68 vs. WCMFX (-20.62). FRVFX return over 5 years is better than : 25.03 vs. WCMFX (23.45).
| FRVFX | WCMFX | FRVFX / WCMFX | |
| Total Expense Ratio | 1.72 | 0.90 | 191% |
| Annual Report Gross Expense Ratio | 1.73 | 1.45 | 119% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 2.277 | -5.509 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 21.8M | 17,353% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | -6.68 | -20.62 | 32% |
| Returns for 3 years | 14.71 | 16.46 | 89% |
| Returns for 5 years | 25.03 | 23.45 | 107% |
| Returns for 10 years | 0.54 | N/A | - |
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