Interact to see
Advertisement
Advertisement
AXVNX vs WCMJX
AXVNX vs WCMJX Comparison
Open Charts AXVNX vs WCMJX
Acclivity Small Cap Value N
Price$18.64
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets31.75M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
AXVNX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVNX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AXVNX has more cash in the bank: 31.7M vs. WCMJX (21.8M). AXVNX pays higher dividends than WCMJX: AXVNX (0.93) 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 : -6.85 vs. WCMJX (-21.05). AXVNX return over 5 years is better than : 84.37 vs. WCMJX (21.44).
| 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 | -0.214 | -5.772 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 21.8M | 145% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -6.85 | -21.05 | 33% |
| Returns for 3 years | 23.86 | 15.26 | 156% |
| Returns for 5 years | 84.37 | 21.44 | 393% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement