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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.28
Change+$0.11 (+1.08%)
VolumeN/A
Net Assets58.61M
AUERX vs WCMJX Comparison Chart
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AUERX vs. WCMJX commentary
Apr 12, 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: 58.6M vs. AUERX (39.1M). AUERX pays higher dividends than WCMJX: AUERX (0.26) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (17 years) vs WCMJX (5 years). AUERX (2.07) is less costly to investors than WCMJX (1.52). AUERX is a more actively managed with annual turnover of: 146.00 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 : -21.83 vs. AUERX (-25.86). AUERX return over 5 years is better than : 96.14 vs. WCMJX (37.25).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | 2.07 | 1.10 | 188% |
| Annual Report Gross Expense Ratio | 2.07 | 1.52 | 136% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -13.118 | -13.667 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 58.6M | 67% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -25.86 | -21.83 | 118% |
| Returns for 3 years | -10.54 | -3.33 | 317% |
| Returns for 5 years | 96.14 | 37.25 | 258% |
| Returns for 10 years | 52.87 | N/A | - |
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