Interact to see
Advertisement
Advertisement
AEDNX vs WCERX
AEDNX vs WCERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEDNX vs. WCERX commentary
Jun 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 AEDNX is a StrongBuy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
WCERX has more cash in the bank: 133M vs. AEDNX (58.6M). WCERX pays higher dividends than AEDNX: WCERX (3.75) vs AEDNX (0.19). AEDNX was incepted earlier than WCERX: AEDNX (15 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than AEDNX (1.50). AEDNX is a more actively managed with annual turnover of: 305.00 vs. WCERX (210.00). WCERX has a lower initial minimum investment than AEDNX: WCERX (2500) vs AEDNX (100000). AEDNX annual gain was more profitable for investors over the last year : 6.61 vs. WCERX (4.40). AEDNX return over 5 years is better than : 24.31 vs. WCERX (17.60).
| AEDNX | WCERX | AEDNX / WCERX | |
| Total Expense Ratio | 1.48 | 1.85 | 80% |
| Annual Report Gross Expense Ratio | 1.50 | 1.95 | 77% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 3.448 | 3.343 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 133M | 44% |
| Annual Yield % from dividends | 0.19 | 3.75 | 5% |
| Returns for 1 year | 6.61 | 4.40 | 150% |
| Returns for 3 years | 17.11 | 13.34 | 128% |
| Returns for 5 years | 24.31 | 17.60 | 138% |
| Returns for 10 years | 34.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CEV | 9.58 | N/A | N/A |
| Eaton Vance California Municipal Income Trust | |||
| KHPI | 24.86 | -0.12 | -0.48% |
| Kensington Hedged Premium Income ETF | |||
| IMFL | 27.11 | -0.36 | -1.31% |
| Invesco Intl Dev Dynmc Mltfctr ETF | |||
| PHO | 68.41 | -1.00 | -1.44% |
| Invesco Water Resources ETF | |||
| AAPU | 20.32 | -0.58 | -2.78% |
| Direxion Daily AAPL Bull 2X Shares | |||