Interact to see
Advertisement
Advertisement
HUMDX vs WCMJX
HUMDX vs WCMJX Comparison
Open Charts HUMDX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.76
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets62.37M
HUMDX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HUMDX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 62.4M vs. HUMDX (12.6M). 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 : 6.41 vs. WCMJX (-14.03). HUMDX return over 5 years is better than : 76.29 vs. WCMJX (30.14).
| 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 | 2.236 | 0.424 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 62.4M | 20% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 6.41 | -14.03 | -46% |
| Returns for 3 years | 13.02 | 16.21 | 80% |
| Returns for 5 years | 76.29 | 30.14 | 253% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement