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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.61M
AUERX vs WCMJX Comparison Chart
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AUERX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.6M vs. AUERX (42.8M). AUERX pays higher dividends than WCMJX: AUERX (0.26) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (17 years) vs WCMJX (6 years). AUERX (1.99) is less costly to investors than WCMJX (1.52). AUERX is a more actively managed with annual turnover of: 146.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AUERX: WCMJX (1000) vs AUERX (2000). WCMJX annual gain was more profitable for investors over the last year : -16.67 vs. AUERX (-20.34). AUERX return over 5 years is better than : 100.05 vs. WCMJX (39.56).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | 1.99 | 1.10 | 181% |
| Annual Report Gross Expense Ratio | 1.99 | 1.52 | 131% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -3.373 | -7.470 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -16.67 | 122% |
| Returns for 3 years | 1.98 | 9.99 | 20% |
| Returns for 5 years | 100.05 | 39.56 | 253% |
| Returns for 10 years | 69.57 | N/A | - |
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