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AXVNX vs WCMFX
AXVNX vs WCMFX Comparison
Open Charts AXVNX vs WCMFX
Acclivity Small Cap Value N
Price$18.84
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets32.14M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
AXVNX vs WCMFX Comparison Chart in %
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AXVNX vs. WCMFX commentary
Nov 14, 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 AXVNX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 32.1M vs. WCMFX (7.41M). AXVNX pays higher dividends than WCMFX: AXVNX (0.95) vs WCMFX (0.00). AXVNX was incepted earlier than WCMFX: AXVNX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AXVNX (1.27). AXVNX is a more actively managed with annual turnover of: 96.00 vs. WCMFX (15.00). AXVNX has a lower initial minimum investment than WCMFX: AXVNX (5000) vs WCMFX (100000). AXVNX annual gain was more profitable for investors over the last year : -9.26 vs. WCMFX (-24.81). AXVNX return over 5 years is better than : 71.62 vs. WCMFX (15.14).
| AXVNX | WCMFX | AXVNX / WCMFX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.27 | 1.45 | 88% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.857 | -7.930 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 7.41M | 433% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -9.26 | -24.81 | 37% |
| Returns for 3 years | 15.53 | 5.15 | 302% |
| Returns for 5 years | 71.62 | 15.14 | 473% |
| Returns for 10 years | N/A | N/A | - |
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