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AXVNX vs WCMJX
AXVNX vs WCMJX Comparison
Open Charts AXVNX vs WCMJX
Acclivity Small Cap Value N
Price$18.84
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets32.14M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
AXVNX vs WCMJX Comparison Chart in %
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AXVNX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 32.1M vs. WCMJX (7.41M). AXVNX pays higher dividends than WCMJX: AXVNX (0.95) vs WCMJX (0.00). AXVNX was incepted earlier than WCMJX: AXVNX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AXVNX (1.27). AXVNX is a more actively managed with annual turnover of: 96.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AXVNX: WCMJX (1000) vs AXVNX (5000). AXVNX annual gain was more profitable for investors over the last year : -9.26 vs. WCMJX (-25.22). AXVNX return over 5 years is better than : 71.62 vs. WCMJX (13.30).
| AXVNX | WCMJX | AXVNX / WCMJX | |
| Total Expense Ratio | 0.73 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 1.27 | 1.70 | 75% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.857 | -8.149 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -25.22 | 37% |
| Returns for 3 years | 15.53 | 4.14 | 375% |
| Returns for 5 years | 71.62 | 13.30 | 539% |
| Returns for 10 years | N/A | N/A | - |
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