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FRVLX vs WCMFX
FRVLX vs WCMFX Comparison
Open Charts FRVLX vs WCMFX
Franklin Small Cap Value A
Price$57.59
Change+$0.47 (+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
FRVLX vs WCMFX Comparison Chart in %
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FRVLX vs. WCMFX commentary
Oct 21, 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 FRVLX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FRVLX has more cash in the bank: 3.78B vs. WCMFX (21.8M). FRVLX pays higher dividends than WCMFX: FRVLX (0.82) vs WCMFX (0.00). FRVLX was incepted earlier than WCMFX: FRVLX (30 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FRVLX (0.98). FRVLX is a more actively managed with annual turnover of: 59.68 vs. WCMFX (15.00). FRVLX has a lower initial minimum investment than WCMFX: FRVLX (1000) vs WCMFX (100000). FRVLX annual gain was more profitable for investors over the last year : -4.78 vs. WCMFX (-20.62). FRVLX return over 5 years is better than : 34.47 vs. WCMFX (23.45).
| FRVLX | WCMFX | FRVLX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 2.894 | -5.509 | -53% |
| Front Load | 6% | 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 | 0.82 | 0.00 | - |
| Returns for 1 year | -4.78 | -20.62 | 23% |
| Returns for 3 years | 19.85 | 16.46 | 121% |
| Returns for 5 years | 34.47 | 23.45 | 147% |
| Returns for 10 years | 15.78 | N/A | - |