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AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
Net Assets945.55M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
AFDVX vs WCMFX Comparison Chart in %
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AFDVX vs. WCMFX commentary
Oct 09, 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 AFDVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 946M vs. WCMFX (22M). AFDVX pays higher dividends than WCMFX: AFDVX (0.84) vs WCMFX (0.00). AFDVX was incepted earlier than WCMFX: AFDVX (10 years) vs WCMFX (6 years). AFDVX (1.69) is less costly to investors than WCMFX (1.45). AFDVX is a more actively managed with annual turnover of: 37.29 vs. WCMFX (15.00). AFDVX has a lower initial minimum investment than WCMFX: AFDVX (1000) vs WCMFX (100000). AFDVX annual gain was more profitable for investors over the last year : 4.83 vs. WCMFX (-16.70). AFDVX return over 5 years is better than : 98.75 vs. WCMFX (27.00).
| AFDVX | WCMFX | AFDVX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.69 | 1.45 | 117% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.322 | -3.422 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 22M | 4,300% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 4.83 | -16.70 | -29% |
| Returns for 3 years | 50.06 | 21.92 | 228% |
| Returns for 5 years | 98.75 | 27.00 | 366% |
| Returns for 10 years | 158.07 | N/A | - |
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