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AFDZX vs WCMJX
AFDZX vs WCMJX Comparison
Open Charts AFDZX vs WCMJX
Applied Finance Explorer Institutional
Price$23.70
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets948.61M
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
AFDZX vs WCMJX Comparison Chart in %
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AFDZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFDZX has more cash in the bank: 949M vs. WCMJX (1.61M). AFDZX pays higher dividends than WCMJX: AFDZX (1.00) vs WCMJX (0.00). AFDZX was incepted earlier than WCMJX: AFDZX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AFDZX (1.36). AFDZX is a more actively managed with annual turnover of: 37.29 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AFDZX: WCMJX (1000) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 7.39 vs. WCMJX (-71.64). AFDZX return over 5 years is better than : 73.45 vs. WCMJX (-67.37).
| AFDZX | WCMJX | AFDZX / WCMJX | |
| Total Expense Ratio | 0.83 | 1.15 | 72% |
| Annual Report Gross Expense Ratio | 1.36 | 1.70 | 80% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 8.170 | -71.138 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| 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 | -71.64 | -10% |
| Returns for 3 years | 43.02 | -65.48 | -66% |
| Returns for 5 years | 73.45 | -67.37 | -109% |
| Returns for 10 years | 172.49 | N/A | - |
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