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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.5M
AUERX vs WCMFX Comparison Chart
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AUERX vs. WCMFX commentary
Jun 07, 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: 60.5M vs. AUERX (45.3M). AUERX pays higher dividends than WCMFX: AUERX (0.25) vs WCMFX (0.00). AUERX was incepted earlier than WCMFX: AUERX (17 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). WCMFX annual gain was more profitable for investors over the last year : -14.83 vs. AUERX (-17.67). AUERX return over 5 years is better than : 91.88 vs. WCMFX (23.87).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | 1.99 | 0.90 | 221% |
| Annual Report Gross Expense Ratio | 1.99 | 1.45 | 137% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.649 | -6.010 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 60.5M | 75% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -17.67 | -14.83 | 119% |
| Returns for 3 years | -3.99 | 5.43 | -74% |
| Returns for 5 years | 91.88 | 23.87 | 385% |
| Returns for 10 years | 77.92 | N/A | - |
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