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AXVNX vs WCMJX
AXVNX vs WCMJX Comparison
Open Charts AXVNX vs WCMJX
Acclivity Small Cap Value N
Price$19.68
Change+$0.25 (+1.29%)
VolumeN/A
Net Assets33.28M
WCM SMID Quality Val Fd Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
AXVNX vs WCMJX Comparison Chart in %
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AXVNX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 33.3M vs. WCMJX (2.65M). 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 : -7.17 vs. WCMJX (-76.79). AXVNX return over 5 years is better than : 62.39 vs. WCMJX (-66.86).
| 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 | 5.353 | -71.307 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -76.79 | 9% |
| Returns for 3 years | 17.79 | -68.02 | -26% |
| Returns for 5 years | 62.39 | -66.86 | -93% |
| Returns for 10 years | N/A | N/A | - |
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