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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
AUERX vs WCMFX Comparison Chart
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AUERX vs. WCMFX commentary
Jan 19, 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: 69.1M vs. AUERX (59.8M). AUERX pays higher dividends than WCMFX: AUERX (0.70) vs WCMFX (0.00). AUERX was incepted earlier than WCMFX: AUERX (17 years) vs WCMFX (5 years). AUERX is a more actively managed with annual turnover of: 134.00 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 : 5.50 vs. AUERX (-6.55). AUERX return over 5 years is better than : 59.64 vs. WCMFX (16.43).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 2.099 | 4.090 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 69.1M | 87% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -6.55 | 5.50 | -119% |
| Returns for 3 years | 11.78 | 12.85 | 92% |
| Returns for 5 years | 59.64 | 16.43 | 363% |
| Returns for 10 years | 93.81 | N/A | - |
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