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AFDVX vs WCMJX
AFDVX vs WCMJX Comparison
Open Charts AFDVX vs WCMJX
Applied Finance Explorer Investor
Price$22.51
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets898.62M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
AFDVX vs WCMJX Comparison Chart in %
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AFDVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 899M vs. WCMJX (5.92M). AFDVX pays higher dividends than WCMJX: AFDVX (0.86) vs WCMJX (0.00). AFDVX was incepted earlier than WCMJX: AFDVX (10 years) vs WCMJX (6 years). WCMJX (1.70) and AFDVX (1.68) have similar cost to investors . AFDVX is a more actively managed with annual turnover of: 37.29 vs. WCMJX (15.00). AFDVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. AFDVX annual gain was more profitable for investors over the last year : -2.96 vs. WCMJX (-77.30). AFDVX return over 5 years is better than : 80.53 vs. WCMJX (-67.15).
| AFDVX | WCMJX | AFDVX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.68 | 1.70 | 99% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.494 | -73.005 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -77.30 | 4% |
| Returns for 3 years | 29.65 | -68.88 | -43% |
| Returns for 5 years | 80.53 | -67.15 | -120% |
| Returns for 10 years | 144.75 | N/A | - |
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