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AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$22.91
Change-$0.19 (-0.82%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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AFDVX vs WCMFX Comparison Chart
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AFDVX vs. WCMFX commentary
Sep 21, 2024
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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 792M vs. WCMFX (77.1M). AFDVX pays higher dividends than WCMFX: AFDVX (0.73) vs WCMFX (0.00). AFDVX was incepted earlier than WCMFX: AFDVX (9 years) vs WCMFX (5 years). AFDVX is a more actively managed with annual turnover of: 29.88 vs. WCMFX (22.00). 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 : 25.90 vs. WCMFX (22.49).
| AFDVX | WCMFX | AFDVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 11.516 | 13.573 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 77.1M | 1,027% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 25.90 | 22.49 | 115% |
| Returns for 3 years | 30.64 | 20.36 | 150% |
| Returns for 5 years | 118.52 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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