Interact to see
Advertisement
Advertisement
AXVNX vs WCMFX
AXVNX vs WCMFX Comparison
Open Charts AXVNX vs WCMFX
Acclivity Small Cap Value N
Price$18.64
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets31.75M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
AXVNX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVNX vs. WCMFX commentary
Oct 18, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 31.7M vs. WCMFX (21.7M). AXVNX pays higher dividends than WCMFX: AXVNX (0.93) 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 : -6.85 vs. WCMFX (-20.62). AXVNX return over 5 years is better than : 84.37 vs. WCMFX (23.45).
| 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 | -0.214 | -5.509 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 21.7M | 146% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -6.85 | -20.62 | 33% |
| Returns for 3 years | 23.86 | 16.46 | 145% |
| Returns for 5 years | 84.37 | 23.45 | 360% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement