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GADVX vs WCERX
GADVX vs WCERX Comparison Chart
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GADVX vs. WCERX commentary
Apr 04, 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: 429M vs. WCERX (133M). WCERX pays higher dividends than GADVX: WCERX (3.80) vs GADVX (3.31). GADVX was incepted earlier than WCERX: GADVX (18 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than GADVX (1.10). WCERX is a more actively managed with annual turnover of: 295.00 vs. GADVX (157.00). 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 (1.82). WCERX return over 5 years is better than : 25.57 vs. GADVX (22.44).
| GADVX | WCERX | GADVX / WCERX | |
| Total Expense Ratio | 1.10 | 1.83 | 60% |
| Annual Report Gross Expense Ratio | 1.10 | 1.95 | 56% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 0.658 | 2.292 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 133M | 323% |
| Annual Yield % from dividends | 3.31 | 3.80 | 87% |
| Returns for 1 year | 5.58 | 1.82 | 306% |
| Returns for 3 years | 12.22 | 4.79 | 255% |
| Returns for 5 years | 22.44 | 25.57 | 88% |
| Returns for 10 years | 18.13 | N/A | - |
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