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HUMDX vs WCMJX
HUMDX vs WCMJX Comparison
Open Charts HUMDX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
HUMDX vs WCMJX Comparison Chart in %
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HUMDX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 59.9M vs. HUMDX (12.1M). HUMDX pays higher dividends than WCMJX: HUMDX (1.07) vs WCMJX (0.00). HUMDX was incepted earlier than WCMJX: HUMDX (10 years) vs WCMJX (6 years). HUMDX (2.40) is less costly to investors than WCMJX (1.70). HUMDX is a more actively managed with annual turnover of: 63.23 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HUMDX: WCMJX (1000) vs HUMDX (5000). HUMDX annual gain was more profitable for investors over the last year : 3.42 vs. WCMJX (-15.93). HUMDX return over 5 years is better than : 65.95 vs. WCMJX (23.52).
| HUMDX | WCMJX | HUMDX / WCMJX | |
| Total Expense Ratio | 1.41 | 1.15 | 123% |
| Annual Report Gross Expense Ratio | 2.40 | 1.70 | 141% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.532 | -4.584 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -15.93 | -21% |
| Returns for 3 years | 9.32 | 7.15 | 130% |
| Returns for 5 years | 65.95 | 23.52 | 280% |
| Returns for 10 years | N/A | N/A | - |
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