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FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
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 Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
FVRMX vs WCMJX Comparison Chart in %
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FVRMX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
FVRMX has more cash in the bank: 206M vs. WCMJX (21.8M). FVRMX pays higher dividends than WCMJX: FVRMX (0.66) vs WCMJX (0.00). FVRMX was incepted earlier than WCMJX: FVRMX (20 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FVRMX: WCMJX (1000) vs FVRMX (100000). FVRMX annual gain was more profitable for investors over the last year : -16.23 vs. WCMJX (-19.57). WCMJX return over 5 years is better than : 25.67 vs. FVRMX (16.71).
| FVRMX | WCMJX | FVRMX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.70 | 58% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 5.892 | -4.414 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -19.57 | 83% |
| Returns for 3 years | 0.69 | 18.78 | 4% |
| Returns for 5 years | 16.71 | 25.67 | 65% |
| Returns for 10 years | -18.40 | N/A | - |
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