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AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$22.51
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets898.62M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
AFDVX vs WCMFX Comparison Chart in %
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AFDVX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 899M vs. WCMFX (5.92M). AFDVX pays higher dividends than WCMFX: AFDVX (0.86) vs WCMFX (0.00). AFDVX was incepted earlier than WCMFX: AFDVX (10 years) vs WCMFX (6 years). AFDVX (1.68) 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 : -2.96 vs. WCMFX (-76.28). AFDVX return over 5 years is better than : 80.53 vs. WCMFX (-65.29).
| AFDVX | WCMFX | AFDVX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.68 | 1.45 | 116% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.494 | -71.870 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 5.92M | 15,176% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -2.96 | -76.28 | 4% |
| Returns for 3 years | 29.65 | -67.31 | -44% |
| Returns for 5 years | 80.53 | -65.29 | -123% |
| Returns for 10 years | 144.75 | N/A | - |
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