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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
AUERX vs WCMJX Comparison Chart
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AUERX vs. WCMJX commentary
Jun 07, 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: 60.5M vs. AUERX (45.3M). AUERX pays higher dividends than WCMJX: AUERX (0.25) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (17 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). WCMJX annual gain was more profitable for investors over the last year : -14.73 vs. AUERX (-17.67). AUERX return over 5 years is better than : 91.88 vs. WCMJX (21.81).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | 1.99 | 1.15 | 173% |
| Annual Report Gross Expense Ratio | 1.99 | 1.70 | 117% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.649 | -6.112 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 60.5M | 75% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -17.67 | -14.73 | 120% |
| Returns for 3 years | -3.99 | 4.05 | -99% |
| Returns for 5 years | 91.88 | 21.81 | 421% |
| Returns for 10 years | 77.92 | N/A | - |
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