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AXVNX vs WCMFX
AXVNX vs WCMFX Comparison
Open Charts AXVNX vs WCMFX
Acclivity Small Cap Value N
Price$19.23
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets33.25M
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
AXVNX vs WCMFX Comparison Chart in %
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AXVNX vs. WCMFX commentary
Sep 17, 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 AXVNX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.7M vs. AXVNX (33.3M). AXVNX pays higher dividends than WCMFX: AXVNX (0.93) vs WCMFX (0.00). AXVNX was incepted earlier than WCMFX: AXVNX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AXVNX (1.27). AXVNX is a more actively managed with annual turnover of: 96.00 vs. WCMFX (15.00). AXVNX has a lower initial minimum investment than WCMFX: AXVNX (5000) vs WCMFX (100000). AXVNX annual gain was more profitable for investors over the last year : 0.59 vs. WCMFX (-15.22). AXVNX return over 5 years is better than : 100.86 vs. WCMFX (36.47).
| AXVNX | WCMFX | AXVNX / WCMFX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.27 | 1.45 | 88% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 3.158 | -1.920 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 60.7M | 55% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 0.59 | -15.22 | -4% |
| Returns for 3 years | 29.22 | 18.93 | 154% |
| Returns for 5 years | 100.86 | 36.47 | 277% |
| Returns for 10 years | N/A | N/A | - |
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