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AFDZX vs WCMFX
AFDZX vs WCMFX Comparison
Open Charts AFDZX vs WCMFX
Applied Finance Explorer Institutional
Price$23.70
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets948.61M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
AFDZX vs WCMFX Comparison Chart in %
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AFDZX vs. WCMFX commentary
Dec 25, 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 AFDZX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFDZX has more cash in the bank: 949M vs. WCMFX (1.61M). AFDZX pays higher dividends than WCMFX: AFDZX (1.00) 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 : 7.39 vs. WCMFX (-70.39). AFDZX return over 5 years is better than : 73.45 vs. WCMFX (-65.45).
| 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 | 8.170 | -69.866 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 1.61M | 58,834% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 7.39 | -70.39 | -10% |
| Returns for 3 years | 43.02 | -63.72 | -68% |
| Returns for 5 years | 73.45 | -65.45 | -112% |
| Returns for 10 years | 172.49 | N/A | - |
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