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AXVIX vs WCMFX
AXVIX vs WCMFX Comparison
Open Charts AXVIX vs WCMFX
Acclivity Small Cap Value I
Price$19.48
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets30.2M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
AXVIX vs WCMFX Comparison Chart in %
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AXVIX 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 AXVIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. AXVIX (30.2M). AXVIX pays higher dividends than WCMFX: AXVIX (1.74) vs WCMFX (0.00). AXVIX was incepted earlier than WCMFX: AXVIX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AXVIX (1.04). AXVIX is a more actively managed with annual turnover of: 96.00 vs. WCMFX (15.00). AXVIX has a lower initial minimum investment than WCMFX: AXVIX (20000) vs WCMFX (100000). AXVIX annual gain was more profitable for investors over the last year : 6.90 vs. WCMFX (-69.00). AXVIX return over 5 years is better than : 52.45 vs. WCMFX (-65.91).
| AXVIX | WCMFX | AXVIX / WCMFX | |
| Total Expense Ratio | 0.48 | 0.90 | 53% |
| Annual Report Gross Expense Ratio | 1.04 | 1.45 | 72% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 4.788 | 5.915 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 100000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 22.5B | 0% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 6.90 | -69.00 | -10% |
| Returns for 3 years | 23.39 | -65.02 | -36% |
| Returns for 5 years | 52.45 | -65.91 | -80% |
| Returns for 10 years | N/A | N/A | - |
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