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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
AUERX vs WCMFX Comparison Chart in %
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AUERX vs. WCMFX commentary
Sep 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 AUERX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.7M vs. AUERX (54.4M). AUERX pays higher dividends than WCMFX: AUERX (0.22) 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 : -4.78 vs. WCMFX (-15.22). AUERX return over 5 years is better than : 114.43 vs. WCMFX (36.47).
| 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 | 20.915 | -1.920 | -1,089% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 60.7M | 90% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -4.78 | -15.22 | 31% |
| Returns for 3 years | 24.78 | 18.93 | 131% |
| Returns for 5 years | 114.43 | 36.47 | 314% |
| Returns for 10 years | 141.79 | N/A | - |
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