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FRVFX vs WCMJX
FRVFX vs WCMJX Comparison
Open Charts FRVFX vs WCMJX
Franklin Small Cap Value C
Price$46.72
Change+$0.38 (+0.82%)
VolumeN/A
Net Assets3.78B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
FRVFX vs WCMJX Comparison Chart in %
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FRVFX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
FRVFX has more cash in the bank: 3.78B vs. WCMJX (21.8M). FRVFX pays higher dividends than WCMJX: FRVFX (0.28) vs WCMJX (0.00). FRVFX was incepted earlier than WCMJX: FRVFX (29 years) vs WCMJX (6 years). FRVFX (1.73) and WCMJX (1.70) have similar cost to investors . FRVFX is a more actively managed with annual turnover of: 59.68 vs. WCMJX (15.00). FRVFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. FRVFX annual gain was more profitable for investors over the last year : -6.68 vs. WCMJX (-21.05). FRVFX return over 5 years is better than : 25.03 vs. WCMJX (21.44).
| FRVFX | WCMJX | FRVFX / WCMJX | |
| Total Expense Ratio | 1.72 | 1.15 | 150% |
| Annual Report Gross Expense Ratio | 1.73 | 1.70 | 102% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 2.277 | -5.772 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -21.05 | 32% |
| Returns for 3 years | 14.71 | 15.26 | 96% |
| Returns for 5 years | 25.03 | 21.44 | 117% |
| Returns for 10 years | 0.54 | N/A | - |
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