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AXVIX vs WCMJX
AXVIX vs WCMJX Comparison
Open Charts AXVIX vs WCMJX
Acclivity Small Cap Value I
Price$19.47
Change+$0.24 (+1.25%)
VolumeN/A
Net Assets33.28M
WCM SMID Quality Val Fd Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
AXVIX vs WCMJX Comparison Chart in %
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AXVIX vs. WCMJX commentary
Dec 04, 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 AXVIX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AXVIX has more cash in the bank: 33.3M vs. WCMJX (2.65M). AXVIX pays higher dividends than WCMJX: AXVIX (1.08) vs WCMJX (0.00). AXVIX was incepted earlier than WCMJX: AXVIX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AXVIX (1.04). AXVIX is a more actively managed with annual turnover of: 96.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AXVIX: WCMJX (1000) vs AXVIX (20000). AXVIX annual gain was more profitable for investors over the last year : -8.79 vs. WCMJX (-77.15). AXVIX return over 5 years is better than : 65.94 vs. WCMJX (-66.50).
| AXVIX | WCMJX | AXVIX / WCMJX | |
| Total Expense Ratio | 0.48 | 1.15 | 42% |
| Annual Report Gross Expense Ratio | 1.04 | 1.70 | 61% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 4.393 | -71.647 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 2.65M | 1,259% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -8.79 | -77.15 | 11% |
| Returns for 3 years | 17.16 | -68.40 | -25% |
| Returns for 5 years | 65.94 | -66.50 | -99% |
| Returns for 10 years | N/A | N/A | - |
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