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AFDVX vs WCMJX
AFDVX vs WCMJX Comparison
Open Charts AFDVX vs WCMJX
Applied Finance Explorer Investor
Price$23.15
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets917.9M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
AFDVX vs WCMJX Comparison Chart in %
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AFDVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AFDVX has more cash in the bank: 918M vs. WCMJX (21.8M). AFDVX pays higher dividends than WCMJX: AFDVX (0.84) vs WCMJX (0.00). AFDVX was incepted earlier than WCMJX: AFDVX (10 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 : -0.25 vs. WCMJX (-21.05). AFDVX return over 5 years is better than : 94.65 vs. WCMJX (21.44).
| AFDVX | WCMJX | AFDVX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.68 | 1.70 | 99% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 6.437 | -5.772 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 21.8M | 4,211% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -0.25 | -21.05 | 1% |
| Returns for 3 years | 43.00 | 15.26 | 282% |
| Returns for 5 years | 94.65 | 21.44 | 441% |
| Returns for 10 years | 151.71 | N/A | - |
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