Interact to see
Advertisement
Advertisement
FVRMX vs WCMJX
FVRMX vs WCMJX Comparison
Open Charts FVRMX vs WCMJX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.54
Change-$0.46 (-1.77%)
VolumeN/A
Net Assets206.93M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
FVRMX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVRMX vs. WCMJX commentary
Nov 14, 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: 207M vs. WCMJX (7.41M). 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 : -21.50 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. FVRMX (7.14).
| 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 | 4.923 | -8.149 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 7.41M | 2,795% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -21.50 | -25.22 | 85% |
| Returns for 3 years | -9.56 | 4.14 | -231% |
| Returns for 5 years | 7.14 | 13.30 | 54% |
| Returns for 10 years | -18.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement