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AFDZX vs WCMFX
AFDZX vs WCMFX Comparison
Open Charts AFDZX vs WCMFX
Applied Finance Explorer Institutional
Price$24.01
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets963.86M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
AFDZX vs WCMFX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. AFDZX (964M). AFDZX pays higher dividends than WCMFX: AFDZX (0.70) vs WCMFX (0.00). AFDZX was incepted earlier than WCMFX: AFDZX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AFDZX (1.36). AFDZX is a more actively managed with annual turnover of: 37.29 vs. WCMFX (15.00). AFDZX has a lower initial minimum investment than WCMFX: AFDZX (10000) vs WCMFX (100000). AFDZX annual gain was more profitable for investors over the last year : 9.10 vs. WCMFX (-69.00). AFDZX return over 5 years is better than : 65.53 vs. WCMFX (-65.91).
| AFDZX | WCMFX | AFDZX / WCMFX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.402 | 5.915 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 964M | 22.5B | 4% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 9.10 | -69.00 | -13% |
| Returns for 3 years | 38.52 | -65.02 | -59% |
| Returns for 5 years | 65.53 | -65.91 | -99% |
| Returns for 10 years | 217.03 | N/A | - |
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