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HUMEX vs WCMFX
HUMEX vs WCMFX Comparison
Open Charts HUMEX vs WCMFX
Huber Mid Cap Value Instl
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets12.4M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.7M
HUMEX vs WCMFX Comparison Chart in %
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HUMEX vs. WCMFX commentary
Aug 16, 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 HUMEX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.7M vs. HUMEX (12.4M). HUMEX pays higher dividends than WCMFX: HUMEX (1.25) vs WCMFX (0.00). HUMEX was incepted earlier than WCMFX: HUMEX (10 years) vs WCMFX (6 years). HUMEX (2.10) is less costly to investors than WCMFX (1.45). HUMEX is a more actively managed with annual turnover of: 63.23 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HUMEX: WCMFX (100000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 4.78 vs. WCMFX (-14.59). HUMEX return over 5 years is better than : 68.34 vs. WCMFX (28.07).
| HUMEX | WCMFX | HUMEX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.90 | 123% |
| Annual Report Gross Expense Ratio | 2.10 | 1.45 | 145% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.810 | -1.753 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 61.7M | 20% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 4.78 | -14.59 | -33% |
| Returns for 3 years | 7.24 | 5.00 | 145% |
| Returns for 5 years | 68.34 | 28.07 | 243% |
| Returns for 10 years | N/A | N/A | - |
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