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AFDZX vs WCMJX
AFDZX vs WCMJX Comparison
Open Charts AFDZX vs WCMJX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets936.37M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.13 (-1.15%)
VolumeN/A
Net Assets22.17M
AFDZX vs WCMJX Comparison Chart in %
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AFDZX vs. WCMJX commentary
Oct 10, 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: 936M vs. WCMJX (22.2M). AFDZX pays higher dividends than WCMJX: AFDZX (1.00) 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 (1.37). 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 : 3.88 vs. WCMJX (-18.61). AFDZX return over 5 years is better than : 98.15 vs. WCMJX (24.23).
| AFDZX | WCMJX | AFDZX / WCMJX | |
| Total Expense Ratio | 0.83 | 1.15 | 72% |
| Annual Report Gross Expense Ratio | 1.37 | 1.70 | 81% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.485 | -4.244 | -176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 22.2M | 4,216% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 3.88 | -18.61 | -21% |
| Returns for 3 years | 49.84 | 20.00 | 249% |
| Returns for 5 years | 98.15 | 24.23 | 405% |
| Returns for 10 years | 161.01 | N/A | - |
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