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AXVIX vs WCMJX
AXVIX vs WCMJX Comparison
Open Charts AXVIX vs WCMJX
Acclivity Small Cap Value I
Price$18.44
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets31.75M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.71M
AXVIX vs WCMJX Comparison Chart in %
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AXVIX vs. WCMJX commentary
Oct 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 AXVIX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AXVIX has more cash in the bank: 31.7M vs. WCMJX (21.7M). AXVIX pays higher dividends than WCMJX: AXVIX (1.09) 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 : -6.84 vs. WCMJX (-21.41). AXVIX return over 5 years is better than : 85.36 vs. WCMJX (20.90).
| 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 | -0.217 | -6.197 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 21.7M | 146% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | -6.84 | -21.41 | 32% |
| Returns for 3 years | 24.39 | 14.75 | 165% |
| Returns for 5 years | 85.36 | 20.90 | 408% |
| Returns for 10 years | N/A | N/A | - |
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