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AXVNX vs WCMJX
AXVNX vs WCMJX Comparison
Open Charts AXVNX vs WCMJX
Acclivity Small Cap Value N
Price$19.15
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets29.65M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
AXVNX vs WCMJX Comparison Chart in %
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AXVNX vs. WCMJX commentary
Dec 28, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 29.7M vs. WCMJX (1.61M). AXVNX pays higher dividends than WCMJX: AXVNX (0.92) 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 : 1.38 vs. WCMJX (-71.61). AXVNX return over 5 years is better than : 59.02 vs. WCMJX (-67.27).
| 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 | 2.516 | -71.053 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 1.61M | 1,841% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 1.38 | -71.61 | -2% |
| Returns for 3 years | 24.76 | -65.27 | -38% |
| Returns for 5 years | 59.02 | -67.27 | -88% |
| Returns for 10 years | N/A | N/A | - |
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