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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
AUERX vs WCMJX Comparison Chart
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AUERX vs. WCMJX commentary
Jan 31, 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: 68.7M vs. AUERX (59.4M). AUERX pays higher dividends than WCMJX: AUERX (0.70) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (17 years) vs WCMJX (5 years). AUERX is a more actively managed with annual turnover of: 134.00 vs. WCMJX (22.00). 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 : 3.22 vs. AUERX (-8.71). AUERX return over 5 years is better than : 69.77 vs. WCMJX (18.14).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.649 | 3.396 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.4M | 68.7M | 86% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -8.71 | 3.22 | -271% |
| Returns for 3 years | 15.71 | 13.09 | 120% |
| Returns for 5 years | 69.77 | 18.14 | 385% |
| Returns for 10 years | 89.49 | N/A | - |
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