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AXVNX vs WCMJX
AXVNX vs WCMJX Comparison
Open Charts AXVNX vs WCMJX
Acclivity Small Cap Value N
Price$19.36
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets33.19M
WCM SMID Quality Val Fd Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets23.69B
AXVNX vs WCMJX Comparison Chart in %
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AXVNX vs. WCMJX commentary
Oct 08, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. AXVNX (33.2M). AXVNX pays higher dividends than WCMJX: AXVNX (0.93) vs WCMJX (0.00). AXVNX was incepted earlier than WCMJX: AXVNX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AXVNX (1.27). AXVNX is a more actively managed with annual turnover of: 96.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AXVNX: WCMJX (1000) vs AXVNX (5000). AXVNX annual gain was more profitable for investors over the last year : 0.23 vs. WCMJX (-16.76). AXVNX return over 5 years is better than : 94.63 vs. WCMJX (28.03).
| AXVNX | WCMJX | AXVNX / WCMJX | |
| Total Expense Ratio | 0.73 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 1.27 | 1.70 | 75% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 4.122 | -3.056 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 23.7B | 0% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 0.23 | -16.76 | -1% |
| Returns for 3 years | 34.39 | 21.49 | 160% |
| Returns for 5 years | 94.63 | 28.03 | 338% |
| Returns for 10 years | N/A | N/A | - |
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