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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.61M
AUERX vs WCMFX Comparison Chart
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AUERX vs. WCMFX commentary
May 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: 61.6M vs. AUERX (42.8M). AUERX pays higher dividends than WCMFX: AUERX (0.26) 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 (1.27). 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 : -16.37 vs. AUERX (-20.34). AUERX return over 5 years is better than : 100.05 vs. WCMFX (41.82).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | 1.99 | 0.85 | 234% |
| Annual Report Gross Expense Ratio | 1.99 | 1.27 | 157% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -3.373 | -7.429 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 61.6M | 69% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -20.34 | -16.37 | 124% |
| Returns for 3 years | 1.98 | 11.01 | 18% |
| Returns for 5 years | 100.05 | 41.82 | 239% |
| Returns for 10 years | 69.57 | N/A | - |
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