Interact to see
Advertisement
Advertisement
AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
AUERX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AUERX vs. WCMJX commentary
Sep 18, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.7M vs. AUERX (54.4M). AUERX pays higher dividends than WCMJX: AUERX (0.22) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (18 years) vs WCMJX (6 years). AUERX (1.99) is less costly to investors than WCMJX (1.70). 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). AUERX annual gain was more profitable for investors over the last year : -4.78 vs. WCMJX (-15.65). AUERX return over 5 years is better than : 114.43 vs. WCMJX (34.23).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | 1.99 | 1.15 | 173% |
| Annual Report Gross Expense Ratio | 1.99 | 1.70 | 117% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 20.915 | -2.122 | -985% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 60.7M | 90% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -4.78 | -15.65 | 31% |
| Returns for 3 years | 24.78 | 17.77 | 139% |
| Returns for 5 years | 114.43 | 34.23 | 334% |
| Returns for 10 years | 141.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers