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AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$23.15
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets917.9M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
AFDVX vs WCMFX Comparison Chart in %
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AFDVX vs. WCMFX 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 AFDVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 918M vs. WCMFX (21.7M). AFDVX pays higher dividends than WCMFX: AFDVX (0.84) vs WCMFX (0.00). AFDVX was incepted earlier than WCMFX: AFDVX (10 years) vs WCMFX (6 years). AFDVX (1.68) is less costly to investors than WCMFX (1.45). AFDVX is a more actively managed with annual turnover of: 37.29 vs. WCMFX (15.00). AFDVX has a lower initial minimum investment than WCMFX: AFDVX (1000) vs WCMFX (100000). AFDVX annual gain was more profitable for investors over the last year : -0.25 vs. WCMFX (-20.62). AFDVX return over 5 years is better than : 94.65 vs. WCMFX (23.45).
| AFDVX | WCMFX | AFDVX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.68 | 1.45 | 116% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 6.437 | -5.509 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 21.7M | 4,230% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -0.25 | -20.62 | 1% |
| Returns for 3 years | 43.00 | 16.46 | 261% |
| Returns for 5 years | 94.65 | 23.45 | 404% |
| Returns for 10 years | 151.71 | N/A | - |
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