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AFDZX vs WCMJX
AFDZX vs WCMJX Comparison
Open Charts AFDZX vs WCMJX
Applied Finance Explorer Institutional
Price$22.72
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets898.62M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
AFDZX vs WCMJX Comparison Chart in %
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AFDZX 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 AFDZX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
AFDZX has more cash in the bank: 899M vs. WCMJX (5.92M). AFDZX pays higher dividends than WCMJX: AFDZX (1.02) vs WCMJX (0.00). AFDZX was incepted earlier than WCMJX: AFDZX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AFDZX (1.36). AFDZX is a more actively managed with annual turnover of: 37.29 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AFDZX: WCMJX (1000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : -2.71 vs. WCMJX (-77.39). AFDZX return over 5 years is better than : 82.28 vs. WCMJX (-67.35).
| AFDZX | WCMJX | AFDZX / WCMJX | |
| Total Expense Ratio | 0.83 | 1.15 | 72% |
| Annual Report Gross Expense Ratio | 1.36 | 1.70 | 80% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.697 | -73.090 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 5.92M | 15,176% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -2.71 | -77.39 | 4% |
| Returns for 3 years | 30.65 | -68.98 | -44% |
| Returns for 5 years | 82.28 | -67.35 | -122% |
| Returns for 10 years | 150.74 | N/A | - |
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