Interact to see
Advertisement
Advertisement
AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
AUERX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AUERX vs. WCMJX commentary
Oct 08, 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: 23.7B vs. AUERX (56.3M). AUERX pays higher dividends than WCMJX: AUERX (0.21) 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 : -4.20 vs. WCMJX (-17.15). AUERX return over 5 years is better than : 114.32 vs. WCMJX (25.00).
| 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 | 24.513 | -3.650 | -672% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.3M | 23.7B | 0% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -4.20 | -17.15 | 24% |
| Returns for 3 years | 27.91 | 20.74 | 135% |
| Returns for 5 years | 114.32 | 25.00 | 457% |
| Returns for 10 years | 144.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFSD | 48.30 | 0.05 | +0.10% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| NAZ | 11.99 | 0.01 | +0.08% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| QCON | 47.92 | N/A | N/A |
| American Century Quality Convertible Securities ETF | |||
| FEPI | 47.25 | -0.03 | -0.06% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| SPIN | 31.72 | -0.12 | -0.38% |
| SPDR SSGA US Equity Premium Income ETF | |||