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HUMEX vs WCMJX
HUMEX vs WCMJX Comparison
Open Charts HUMEX vs WCMJX
Huber Mid Cap Value Instl
Price$16.90
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets12.67M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.29M
HUMEX vs WCMJX Comparison Chart in %
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HUMEX vs. WCMJX commentary
Sep 06, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.3M vs. HUMEX (12.7M). HUMEX pays higher dividends than WCMJX: HUMEX (1.17) vs WCMJX (0.00). HUMEX was incepted earlier than WCMJX: HUMEX (10 years) vs WCMJX (6 years). HUMEX (2.10) is less costly to investors than WCMJX (1.70). HUMEX is a more actively managed with annual turnover of: 63.23 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HUMEX: WCMJX (1000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 8.35 vs. WCMJX (-13.22). HUMEX return over 5 years is better than : 79.66 vs. WCMJX (31.60).
| HUMEX | WCMJX | HUMEX / WCMJX | |
| Total Expense Ratio | 1.11 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 2.10 | 1.70 | 124% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 1.992 | -1.358 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 61.3M | 21% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 8.35 | -13.22 | -63% |
| Returns for 3 years | 18.08 | 18.57 | 97% |
| Returns for 5 years | 79.66 | 31.60 | 252% |
| Returns for 10 years | N/A | N/A | - |
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