Interact to see
Advertisement
Advertisement
AXVIX vs WCMJX
AXVIX vs WCMJX Comparison
Open Charts AXVIX vs WCMJX
Acclivity Small Cap Value I
Price$18.85
Change-$0.10 (-0.53%)
VolumeN/A
Net Assets29.57M
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
AXVIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVIX vs. WCMJX commentary
Dec 27, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AXVIX has more cash in the bank: 29.6M vs. WCMJX (1.61M). 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 : 1.62 vs. WCMJX (-71.64). AXVIX return over 5 years is better than : 59.31 vs. WCMJX (-67.37).
| 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 | 2.223 | -71.138 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 1.61M | 1,835% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 1.62 | -71.64 | -2% |
| Returns for 3 years | 25.06 | -65.48 | -38% |
| Returns for 5 years | 59.31 | -67.37 | -88% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement