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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
AUERX vs WCMFX Comparison Chart in %
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AUERX vs. WCMFX commentary
Nov 14, 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 AUERX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AUERX has more cash in the bank: 57.6M vs. WCMFX (7.41M). AUERX pays higher dividends than WCMFX: AUERX (0.21) vs WCMFX (0.00). AUERX was incepted earlier than WCMFX: AUERX (18 years) vs WCMFX (6 years). AUERX (1.99) is less costly to investors than WCMFX (1.45). AUERX is a more actively managed with annual turnover of: 146.00 vs. WCMFX (15.00). AUERX has a lower initial minimum investment than WCMFX: AUERX (2000) vs WCMFX (100000). AUERX annual gain was more profitable for investors over the last year : -2.54 vs. WCMFX (-24.81). AUERX return over 5 years is better than : 114.44 vs. WCMFX (15.14).
| AUERX | WCMFX | AUERX / WCMFX | |
| Total Expense Ratio | 1.99 | 0.90 | 221% |
| Annual Report Gross Expense Ratio | 1.99 | 1.45 | 137% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 26.012 | -7.930 | -328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 7.41M | 778% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -2.54 | -24.81 | 10% |
| Returns for 3 years | 16.01 | 5.15 | 311% |
| Returns for 5 years | 114.44 | 15.14 | 756% |
| Returns for 10 years | 153.49 | N/A | - |
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