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HUMDX vs WCMFX
HUMDX vs WCMFX Comparison
Open Charts HUMDX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.87M
HUMDX vs WCMFX Comparison Chart in %
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HUMDX vs. WCMFX commentary
Aug 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 HUMDX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 59.9M vs. HUMDX (12.1M). 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 : 3.42 vs. WCMFX (-15.56). HUMDX return over 5 years is better than : 65.95 vs. WCMFX (25.41).
| HUMDX | WCMFX | HUMDX / WCMFX | |
| Total Expense Ratio | 1.41 | 0.90 | 157% |
| Annual Report Gross Expense Ratio | 2.40 | 1.45 | 166% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.532 | -4.424 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 59.9M | 20% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 3.42 | -15.56 | -22% |
| Returns for 3 years | 9.32 | 8.22 | 113% |
| Returns for 5 years | 65.95 | 25.41 | 260% |
| Returns for 10 years | N/A | N/A | - |
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