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HMEAX vs WCEIX
HMEAX vs WCEIX Comparison Chart in %
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HMEAX vs. WCEIX commentary
Oct 08, 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 HMEAX is a Hold and WCEIX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.13B vs. WCEIX (130M). HMEAX pays higher dividends than WCEIX: HMEAX (4.80) vs WCEIX (1.14). HMEAX was incepted earlier than WCEIX: HMEAX (9 years) vs WCEIX (12 years). HMEAX (2.74) is less costly to investors than WCEIX (1.68). HMEAX is a more actively managed with annual turnover of: 556.00 vs. WCEIX (210.00). HMEAX has a lower initial minimum investment than WCEIX: HMEAX (2500) vs WCEIX (100000). HMEAX annual gain was more profitable for investors over the last year : 5.58 vs. WCEIX (4.92). WCEIX (17.35) and HMEAX (16.78) have equivalent 5 years return.
| HMEAX | WCEIX | HMEAX / WCEIX | |
| Total Expense Ratio | 2.49 | 1.60 | 156% |
| Annual Report Gross Expense Ratio | 2.74 | 1.68 | 163% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.693 | 6.874 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 130M | 872% |
| Annual Yield % from dividends | 4.80 | 1.14 | 422% |
| Returns for 1 year | 5.58 | 4.92 | 113% |
| Returns for 3 years | 16.03 | 15.46 | 104% |
| Returns for 5 years | 16.78 | 17.35 | 97% |
| Returns for 10 years | N/A | 34.57 | - |
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