Interact to see
Advertisement
Advertisement
AFDVX vs WCMFX
AFDVX vs WCMFX Comparison
Open Charts AFDVX vs WCMFX
Applied Finance Explorer Investor
Price$23.10
Change-$0.43 (-1.83%)
VolumeN/A
Net Assets917.99M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
AFDVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. WCMFX commentary
Nov 14, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 918M vs. WCMFX (7.41M). AFDVX pays higher dividends than WCMFX: AFDVX (0.86) 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 : -2.21 vs. WCMFX (-24.81). AFDVX return over 5 years is better than : 88.96 vs. WCMFX (15.14).
| 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 | 6.207 | -7.930 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 7.41M | 12,397% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -2.21 | -24.81 | 9% |
| Returns for 3 years | 33.42 | 5.15 | 649% |
| Returns for 5 years | 88.96 | 15.14 | 588% |
| Returns for 10 years | 154.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement