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AXVIX vs WCMJX
AXVIX vs WCMJX Comparison
Open Charts AXVIX vs WCMJX
Acclivity Small Cap Value I
Price$18.18
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets30.95M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
AXVIX vs WCMJX Comparison Chart in %
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AXVIX 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 AXVIX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
AXVIX has more cash in the bank: 31M vs. WCMJX (5.92M). AXVIX pays higher dividends than WCMJX: AXVIX (1.12) vs WCMJX (0.00). AXVIX was incepted earlier than WCMJX: AXVIX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AXVIX (1.04). AXVIX is a more actively managed with annual turnover of: 96.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AXVIX: WCMJX (1000) vs AXVIX (20000). AXVIX annual gain was more profitable for investors over the last year : -9.38 vs. WCMJX (-77.30). AXVIX return over 5 years is better than : 64.67 vs. WCMJX (-67.15).
| AXVIX | WCMJX | AXVIX / WCMJX | |
| Total Expense Ratio | 0.48 | 1.15 | 42% |
| Annual Report Gross Expense Ratio | 1.04 | 1.70 | 61% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -1.193 | -73.005 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 5.92M | 523% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -9.38 | -77.30 | 12% |
| Returns for 3 years | 13.57 | -68.88 | -20% |
| Returns for 5 years | 64.67 | -67.15 | -96% |
| Returns for 10 years | N/A | N/A | - |
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