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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$10.46
Change+$0.11 (+1.06%)
VolumeN/A
Net Assets58.61M
AUERX vs WCMFX Comparison Chart
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AUERX vs. WCMFX commentary
Apr 12, 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: 58.6M vs. AUERX (39.1M). AUERX pays higher dividends than WCMFX: AUERX (0.26) vs WCMFX (0.00). AUERX was incepted earlier than WCMFX: AUERX (17 years) vs WCMFX (5 years). AUERX (2.07) is less costly to investors than WCMFX (1.27). AUERX is a more actively managed with annual turnover of: 146.00 vs. WCMFX (22.00). 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 : -21.47 vs. AUERX (-25.86). AUERX return over 5 years is better than : 96.14 vs. WCMFX (39.49).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | 2.07 | 0.85 | 244% |
| Annual Report Gross Expense Ratio | 2.07 | 1.27 | 163% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -13.118 | -13.606 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 58.6M | 67% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -25.86 | -21.47 | 120% |
| Returns for 3 years | -10.54 | -2.36 | 447% |
| Returns for 5 years | 96.14 | 39.49 | 243% |
| Returns for 10 years | 52.87 | N/A | - |
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