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AFDVX vs WCMJX
AFDVX vs WCMJX Comparison
Open Charts AFDVX vs WCMJX
Applied Finance Explorer Investor
Price$23.76
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets960.67M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.01 (-0.28%)
VolumeN/A
Net Assets1.58M
AFDVX vs WCMJX Comparison Chart in %
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AFDVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 961M vs. WCMJX (1.58M). AFDVX pays higher dividends than WCMJX: AFDVX (0.47) vs WCMJX (0.00). AFDVX was incepted earlier than WCMJX: AFDVX (11 years) vs WCMJX (6 years). WCMJX (1.70) and AFDVX (1.68) have similar cost to investors . AFDVX is a more actively managed with annual turnover of: 37.29 vs. WCMJX (15.00). AFDVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. AFDVX annual gain was more profitable for investors over the last year : 10.92 vs. WCMJX (-69.90). AFDVX return over 5 years is better than : 61.57 vs. WCMJX (-68.28).
| AFDVX | WCMJX | AFDVX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.68 | 1.70 | 99% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.125 | 5.988 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -69.90 | -16% |
| Returns for 3 years | 37.01 | -66.76 | -55% |
| Returns for 5 years | 61.57 | -68.28 | -90% |
| Returns for 10 years | 208.77 | N/A | - |
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