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GADVX vs WCERX
GADVX vs WCERX Comparison Chart in %
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GADVX vs. WCERX commentary
Oct 09, 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 GADVX is a Hold and WCERX is a Hold.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 438M vs. WCERX (130M). WCERX pays higher dividends than GADVX: WCERX (3.64) vs GADVX (3.15). GADVX was incepted earlier than WCERX: GADVX (18 years) vs WCERX (9 years). WCERX (1.95) is less costly to investors than GADVX (1.12). WCERX is a more actively managed with annual turnover of: 210.00 vs. GADVX (155.00). GADVX has a lower initial minimum investment than WCERX: GADVX (1000) vs WCERX (2500). GADVX annual gain was more profitable for investors over the last year : 5.58 vs. WCERX (4.57). GADVX return over 5 years is better than : 18.08 vs. WCERX (15.58).
| GADVX | WCERX | GADVX / WCERX | |
| Total Expense Ratio | 1.12 | 1.85 | 61% |
| Annual Report Gross Expense Ratio | 1.12 | 1.95 | 57% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 4.887 | 6.686 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 130M | 337% |
| Annual Yield % from dividends | 3.15 | 3.64 | 86% |
| Returns for 1 year | 5.58 | 4.57 | 122% |
| Returns for 3 years | 20.94 | 14.47 | 145% |
| Returns for 5 years | 18.08 | 15.58 | 116% |
| Returns for 10 years | 22.13 | N/A | - |
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