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AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$23.76
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets960.67M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.01 (-0.27%)
VolumeN/A
Net Assets1.58M
AFDVX vs WCMFX Comparison Chart in %
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AFDVX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 961M vs. WCMFX (1.58M). AFDVX pays higher dividends than WCMFX: AFDVX (0.47) vs WCMFX (0.00). AFDVX was incepted earlier than WCMFX: AFDVX (11 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 : 10.92 vs. WCMFX (-68.56). AFDVX return over 5 years is better than : 61.57 vs. WCMFX (-66.46).
| AFDVX | WCMFX | AFDVX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.68 | 1.45 | 116% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.125 | 5.915 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 1.58M | 60,900% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 10.92 | -68.56 | -16% |
| Returns for 3 years | 37.01 | -65.02 | -57% |
| Returns for 5 years | 61.57 | -66.46 | -93% |
| Returns for 10 years | 208.77 | N/A | - |
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