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HMEAX vs WCERX
HMEAX vs WCERX Comparison Chart in %
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HMEAX vs. WCERX commentary
Aug 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 Buy and WCERX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.12B vs. WCERX (129M). HMEAX pays higher dividends than WCERX: HMEAX (4.81) vs WCERX (3.67). HMEAX was incepted earlier than WCERX: HMEAX (9 years) vs WCERX (8 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 : 5.59 vs. WCERX (4.86). WCERX (16.31) and HMEAX (16.13) have equivalent 5 years return.
| 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 | 8 years | - |
| Gain YTD | 3.394 | 5.540 | 61% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 129M | 871% |
| Annual Yield % from dividends | 4.81 | 3.67 | 131% |
| Returns for 1 year | 5.59 | 4.86 | 115% |
| Returns for 3 years | 15.03 | 11.48 | 131% |
| Returns for 5 years | 16.13 | 16.31 | 99% |
| Returns for 10 years | N/A | N/A | - |