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AFDZX vs WCMFX
AFDZX vs WCMFX Comparison
Open Charts AFDZX vs WCMFX
Applied Finance Explorer Institutional
Price$24.44
Change+$0.40 (+1.66%)
VolumeN/A
Net Assets946.58M
WCM SMID Quality Val Fd Institutional
Price$11.82
Change+$0.15 (+1.29%)
VolumeN/A
Net Assets60.68M
AFDZX vs WCMFX Comparison Chart in %
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AFDZX vs. WCMFX commentary
Sep 19, 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 AFDZX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
AFDZX has more cash in the bank: 947M vs. WCMFX (60.7M). AFDZX pays higher dividends than WCMFX: AFDZX (1.00) vs WCMFX (0.00). AFDZX was incepted earlier than WCMFX: AFDZX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AFDZX (1.37). AFDZX is a more actively managed with annual turnover of: 37.29 vs. WCMFX (15.00). AFDZX has a lower initial minimum investment than WCMFX: AFDZX (10000) vs WCMFX (100000). AFDZX annual gain was more profitable for investors over the last year : 8.13 vs. WCMFX (-15.98). AFDZX return over 5 years is better than : 119.00 vs. WCMFX (36.49).
| AFDZX | WCMFX | AFDZX / WCMFX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 1.37 | 1.45 | 94% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 11.547 | -2.588 | -446% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 60.7M | 1,560% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 8.13 | -15.98 | -51% |
| Returns for 3 years | 47.56 | 17.05 | 279% |
| Returns for 5 years | 119.00 | 36.49 | 326% |
| Returns for 10 years | 174.07 | N/A | - |