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AXVNX vs WCMFX
AXVNX vs WCMFX Comparison
Open Charts AXVNX vs WCMFX
Acclivity Small Cap Value N
Price$19.68
Change+$0.25 (+1.29%)
VolumeN/A
Net Assets33.28M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
AXVNX vs WCMFX Comparison Chart in %
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AXVNX vs. WCMFX commentary
Dec 05, 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: 33.3M vs. WCMFX (2.65M). AXVNX pays higher dividends than WCMFX: AXVNX (0.92) 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 : -7.17 vs. WCMFX (-75.69). AXVNX return over 5 years is better than : 62.39 vs. WCMFX (-64.91).
| 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 | 5.353 | -70.033 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 2.65M | 1,259% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -7.17 | -75.69 | 9% |
| Returns for 3 years | 17.79 | -66.35 | -27% |
| Returns for 5 years | 62.39 | -64.91 | -96% |
| Returns for 10 years | N/A | N/A | - |
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