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HMEAX vs WCEIX
HMEAX vs WCEIX Comparison Chart
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HMEAX vs. WCEIX commentary
Apr 11, 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 Buy and WCEIX is a Buy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.03B vs. WCEIX (131M). HMEAX pays higher dividends than WCEIX: HMEAX (4.84) vs WCEIX (1.19). HMEAX was incepted earlier than WCEIX: HMEAX (9 years) vs WCEIX (11 years). HMEAX (2.74) is less costly to investors than WCEIX (1.67). HMEAX is a more actively managed with annual turnover of: 556.00 vs. WCEIX (295.00). 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 : 4.02 vs. WCEIX (-0.85). WCEIX (18.41) and HMEAX (18.14) have equivalent 5 years return.
| HMEAX | WCEIX | HMEAX / WCEIX | |
| Total Expense Ratio | 2.49 | 1.57 | 159% |
| Annual Report Gross Expense Ratio | 2.74 | 1.67 | 164% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 0.376 | -0.753 | -50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 131M | 789% |
| Annual Yield % from dividends | 4.84 | 1.19 | 407% |
| Returns for 1 year | 4.02 | -0.85 | -476% |
| Returns for 3 years | 12.33 | 2.79 | 442% |
| Returns for 5 years | 18.14 | 18.41 | 99% |
| Returns for 10 years | N/A | 20.39 | - |
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