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AFDVX vs WCMJX
AFDVX vs WCMJX Comparison
Open Charts AFDVX vs WCMJX
Applied Finance Explorer Investor
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
Net Assets945.55M
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
AFDVX vs WCMJX Comparison Chart in %
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AFDVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. AFDVX (946M). AFDVX pays higher dividends than WCMJX: AFDVX (0.84) vs WCMJX (0.00). AFDVX was incepted earlier than WCMJX: AFDVX (10 years) vs WCMJX (6 years). WCMJX (1.70) and AFDVX (1.69) 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 : 4.83 vs. WCMJX (-17.15). AFDVX return over 5 years is better than : 98.75 vs. WCMJX (25.00).
| AFDVX | WCMJX | AFDVX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.69 | 1.70 | 99% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.322 | -3.650 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 23.7B | 4% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 4.83 | -17.15 | -28% |
| Returns for 3 years | 50.06 | 20.74 | 241% |
| Returns for 5 years | 98.75 | 25.00 | 395% |
| Returns for 10 years | 158.07 | N/A | - |
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