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GADVX vs WCERX
GADVX vs WCERX Comparison Chart
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GADVX vs. WCERX commentary
Apr 25, 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 Buy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 420M vs. WCERX (131M). 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 : 3.41 vs. WCERX (1.89). WCERX return over 5 years is better than : 18.64 vs. GADVX (16.35).
| 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 | -1.410 | 0.764 | -185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 131M | 321% |
| Annual Yield % from dividends | 3.31 | 3.80 | 87% |
| Returns for 1 year | 3.41 | 1.89 | 181% |
| Returns for 3 years | 10.78 | 4.11 | 262% |
| Returns for 5 years | 16.35 | 18.64 | 88% |
| Returns for 10 years | 15.25 | N/A | - |
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