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AUERX vs WCMJX
AUERX vs WCMJX Comparison
Open Charts AUERX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
AUERX vs WCMJX Comparison Chart in %
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AUERX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AUERX has more cash in the bank: 54.4M vs. WCMJX (21.8M). AUERX pays higher dividends than WCMJX: AUERX (0.21) vs WCMJX (0.00). AUERX was incepted earlier than WCMJX: AUERX (18 years) vs WCMJX (6 years). AUERX (1.99) is less costly to investors than WCMJX (1.70). AUERX is a more actively managed with annual turnover of: 146.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AUERX: WCMJX (1000) vs AUERX (2000). AUERX annual gain was more profitable for investors over the last year : -8.60 vs. WCMJX (-21.05). AUERX return over 5 years is better than : 104.62 vs. WCMJX (21.44).
| AUERX | WCMJX | AUERX / WCMJX | |
| Total Expense Ratio | 1.99 | 1.15 | 173% |
| Annual Report Gross Expense Ratio | 1.99 | 1.70 | 117% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 20.090 | -5.772 | -348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -21.05 | 41% |
| Returns for 3 years | 20.70 | 15.26 | 136% |
| Returns for 5 years | 104.62 | 21.44 | 488% |
| Returns for 10 years | 136.28 | N/A | - |
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