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FVRMX vs WCMFX
FVRMX vs WCMFX Comparison
Open Charts FVRMX vs WCMFX
Franklin Mutual Small-Mid Cap Val Adv
Price$26.24
Change+$0.44 (+1.71%)
VolumeN/A
Net Assets206.43M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
FVRMX vs WCMFX Comparison Chart in %
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FVRMX 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 FVRMX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 206M vs. WCMFX (21.8M). FVRMX pays higher dividends than WCMFX: FVRMX (0.66) vs WCMFX (0.00). FVRMX was incepted earlier than WCMFX: FVRMX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. WCMFX (15.00). FVRMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. FVRMX annual gain was more profitable for investors over the last year : -16.23 vs. WCMFX (-19.15). WCMFX return over 5 years is better than : 27.70 vs. FVRMX (16.71).
| FVRMX | WCMFX | FVRMX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 1.45 | 68% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 5.892 | -4.174 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 21.8M | 945% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -16.23 | -19.15 | 85% |
| Returns for 3 years | 0.69 | 20.08 | 3% |
| Returns for 5 years | 16.71 | 27.70 | 60% |
| Returns for 10 years | -18.40 | N/A | - |
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