Interact to see
Advertisement
Advertisement
HMEAX vs WCEIX
HMEAX vs WCEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMEAX vs. WCEIX commentary
Sep 18, 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: 1.13B vs. WCEIX (129M). HMEAX pays higher dividends than WCEIX: HMEAX (4.79) 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 : 5.07 vs. WCEIX (4.75). WCEIX (16.74) and HMEAX (16.11) 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 | 3.889 | 6.215 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 129M | 874% |
| Annual Yield % from dividends | 4.79 | 1.14 | 419% |
| Returns for 1 year | 5.07 | 4.75 | 107% |
| Returns for 3 years | 14.99 | 14.08 | 106% |
| Returns for 5 years | 16.11 | 16.74 | 96% |
| Returns for 10 years | N/A | 34.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement