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AFDZX vs WCMJX
AFDZX vs WCMJX Comparison
Open Charts AFDZX vs WCMJX
Applied Finance Explorer Institutional
Price$24.01
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets963.86M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
AFDZX vs WCMJX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. AFDZX (964M). AFDZX pays higher dividends than WCMJX: AFDZX (0.70) 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 : 9.10 vs. WCMJX (-70.33). AFDZX return over 5 years is better than : 65.53 vs. WCMJX (-67.79).
| 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 | 3.402 | 5.988 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| 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 | -70.33 | -13% |
| Returns for 3 years | 38.52 | -66.76 | -58% |
| Returns for 5 years | 65.53 | -67.79 | -97% |
| Returns for 10 years | 217.03 | N/A | - |
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