Interact to see
Advertisement
Advertisement
AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
AUERX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AUERX vs. WCMFX commentary
Aug 10, 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 AUERX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 59.4M vs. AUERX (48M). AUERX pays higher dividends than WCMFX: AUERX (0.24) vs WCMFX (0.00). AUERX was incepted earlier than WCMFX: AUERX (18 years) vs WCMFX (6 years). AUERX (1.99) is less costly to investors than WCMFX (1.45). AUERX is a more actively managed with annual turnover of: 146.00 vs. WCMFX (15.00). AUERX has a lower initial minimum investment than WCMFX: AUERX (2000) vs WCMFX (100000). AUERX annual gain was more profitable for investors over the last year : -11.54 vs. WCMFX (-16.22). AUERX return over 5 years is better than : 87.86 vs. WCMFX (24.42).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | 1.99 | 0.90 | 221% |
| Annual Report Gross Expense Ratio | 1.99 | 1.45 | 137% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 8.021 | -5.175 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 59.4M | 81% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -11.54 | -16.22 | 71% |
| Returns for 3 years | 8.49 | 7.37 | 115% |
| Returns for 5 years | 87.86 | 24.42 | 360% |
| Returns for 10 years | 105.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement