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HMEAX vs WCERX
HMEAX vs WCERX Comparison Chart in %
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HMEAX vs. WCERX commentary
Oct 09, 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 WCERX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.14B vs. WCERX (130M). HMEAX pays higher dividends than WCERX: HMEAX (4.80) vs WCERX (3.64). HMEAX was incepted earlier than WCERX: HMEAX (9 years) vs WCERX (9 years). HMEAX (2.74) is less costly to investors than WCERX (1.95). HMEAX is a more actively managed with annual turnover of: 556.00 vs. WCERX (210.00). HMEAX (6%) and WCERX (6%) have equivalent initial investment costs. HMEAX (2500) and WCERX (2500) have matching initial minimum investment requirements. HMEAX annual gain was more profitable for investors over the last year : 5.37 vs. WCERX (4.57). HMEAX return over 5 years is better than : 16.66 vs. WCERX (15.58).
| HMEAX | WCERX | HMEAX / WCERX | |
| Total Expense Ratio | 2.49 | 1.85 | 135% |
| Annual Report Gross Expense Ratio | 2.74 | 1.95 | 141% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 4.640 | 6.686 | 69% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 130M | 873% |
| Annual Yield % from dividends | 4.80 | 3.64 | 132% |
| Returns for 1 year | 5.37 | 4.57 | 117% |
| Returns for 3 years | 15.97 | 14.47 | 110% |
| Returns for 5 years | 16.66 | 15.58 | 107% |
| Returns for 10 years | N/A | N/A | - |
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