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AUERX vs WCMFX
AUERX vs WCMFX Comparison
Open Charts AUERX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
AUERX vs WCMFX Comparison Chart in %
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AUERX vs. WCMFX commentary
Oct 19, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
AUERX has more cash in the bank: 54.4M vs. WCMFX (21.8M). 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 : -8.60 vs. WCMFX (-20.62). AUERX return over 5 years is better than : 104.62 vs. WCMFX (23.45).
| 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 | 20.090 | -5.509 | -365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 21.8M | 250% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -8.60 | -20.62 | 42% |
| Returns for 3 years | 20.70 | 16.46 | 126% |
| Returns for 5 years | 104.62 | 23.45 | 446% |
| Returns for 10 years | 136.28 | N/A | - |
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