HUMDX
Price
$16.96
Change
+$0.04 (+0.24%)
Updated
Aug 28 closing price
Net Assets
12.56M
WCMFX
Price
$11.98
Change
-$0.07 (-0.58%)
Updated
Aug 28 closing price
Net Assets
62.37M
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HUMDX vs WCMFX

Header iconHUMDX vs WCMFX Comparison
Open Charts HUMDX vs WCMFXBanner chart's image
Huber Mid Cap Value I
Price$16.96
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets12.56M
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
HUMDX vs WCMFX Comparison Chart in %
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HUMDX vs. WCMFX commentary
Aug 30, 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 HUMDX is a StrongBuy and WCMFX is a Buy.

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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 62.4M vs. HUMDX (12.6M). HUMDX pays higher dividends than WCMFX: HUMDX (1.07) vs WCMFX (0.00). HUMDX was incepted earlier than WCMFX: HUMDX (10 years) vs WCMFX (6 years). HUMDX (2.40) is less costly to investors than WCMFX (1.45). HUMDX is a more actively managed with annual turnover of: 63.23 vs. WCMFX (15.00). HUMDX has a lower initial minimum investment than WCMFX: HUMDX (5000) vs WCMFX (100000). HUMDX annual gain was more profitable for investors over the last year : 6.41 vs. WCMFX (-13.62). HUMDX return over 5 years is better than : 76.29 vs. WCMFX (32.27).
HUMDXWCMFXHUMDX / WCMFX
Total Expense Ratio1.410.90157%
Annual Report Gross Expense Ratio2.401.45166%
Fund Existence10 years6 years-
Gain YTD2.2360.584383%
Front LoadN/AN/A-
Min. Initial Investment50001000005%
Min. Initial Investment IRAN/AN/A-
Net Assets12.6M62.4M20%
Annual Yield % from dividends1.070.00-
Returns for 1 year6.41-13.62-47%
Returns for 3 years13.0217.3375%
Returns for 5 years76.2932.27236%
Returns for 10 yearsN/AN/A-
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