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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.44M
AUERX vs WCMJX Comparison Chart in %
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AUERX vs. WCMJX commentary
Aug 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: 59.4M vs. AUERX (48M). AUERX pays higher dividends than WCMJX: AUERX (0.24) 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 : -11.54 vs. WCMJX (-16.60). AUERX return over 5 years is better than : 87.86 vs. WCMJX (22.53).
| 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 | 8.021 | -5.348 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 59.4M | 81% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -11.54 | -16.60 | 70% |
| Returns for 3 years | 8.49 | 6.29 | 135% |
| Returns for 5 years | 87.86 | 22.53 | 390% |
| Returns for 10 years | 105.92 | N/A | - |
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