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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
AUERX vs WCMFX Comparison Chart in %
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AUERX vs. WCMFX commentary
Oct 08, 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: 23.7B vs. AUERX (56.3M). AUERX pays higher dividends than WCMFX: AUERX (0.21) 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 : -4.20 vs. WCMFX (-16.70). AUERX return over 5 years is better than : 114.32 vs. WCMFX (27.00).
| 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 | 24.513 | -3.422 | -716% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.3M | 23.7B | 0% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -4.20 | -16.70 | 25% |
| Returns for 3 years | 27.91 | 21.92 | 127% |
| Returns for 5 years | 114.32 | 27.00 | 423% |
| Returns for 10 years | 144.27 | N/A | - |
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