GADVX
Price
$11.27
Change
+$0.01 (+0.09%)
Updated
Sep 11 closing price
Net Assets
426.8M
WCERX
Price
$10.25
Change
-$0.01 (-0.10%)
Updated
Sep 11 closing price
Net Assets
131.78M
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GADVX vs WCERX

GADVX vs WCERX Comparison Chart in %
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GADVX vs. WCERX commentary
Sep 13, 2026

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.

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FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 427M vs. WCERX (132M). WCERX pays higher dividends than GADVX: WCERX (5.75) vs GADVX (2.45). GADVX was incepted earlier than WCERX: GADVX (19 years) vs WCERX (9 years). WCERX (2.12) is less costly to investors than GADVX (1.27). WCERX is a more actively managed with annual turnover of: 255.00 vs. GADVX (134.00). 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 : 2.38 vs. WCERX (-2.24). GADVX return over 5 years is better than : 16.90 vs. WCERX (3.44).
GADVXWCERXGADVX / WCERX
Total Expense Ratio1.271.9166%
Annual Report Gross Expense Ratio1.272.1260%
Fund Existence19 years9 years-
Gain YTD4.5501.283355%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets427M132M323%
Annual Yield % from dividends2.455.7543%
Returns for 1 year2.38-2.24-106%
Returns for 3 years18.357.39248%
Returns for 5 years16.903.44492%
Returns for 10 years26.69N/A-
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