Interact to see
Advertisement
Advertisement
GADVX vs WCERX
GADVX vs WCERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GADVX vs. WCERX commentary
Jul 27, 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 GADVX is a Buy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 437M vs. WCERX (135M). WCERX pays higher dividends than GADVX: WCERX (3.72) vs GADVX (3.24). GADVX was incepted earlier than WCERX: GADVX (18 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than GADVX (1.12). WCERX is a more actively managed with annual turnover of: 210.00 vs. GADVX (155.00). GADVX has a lower initial minimum investment than WCERX: GADVX (1000) vs WCERX (2500). GADVX annual gain was more profitable for investors over the last year : 5.50 vs. WCERX (4.48). GADVX return over 5 years is better than : 19.47 vs. WCERX (16.19).
| GADVX | WCERX | GADVX / WCERX | |
| Total Expense Ratio | 1.12 | 1.85 | 61% |
| Annual Report Gross Expense Ratio | 1.12 | 1.95 | 57% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 4.041 | 5.635 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 135M | 324% |
| Annual Yield % from dividends | 3.24 | 3.72 | 87% |
| Returns for 1 year | 5.50 | 4.48 | 123% |
| Returns for 3 years | 19.01 | 13.34 | 142% |
| Returns for 5 years | 19.47 | 16.19 | 120% |
| Returns for 10 years | 21.86 | 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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CDIVX | 12.66 | 0.07 | +0.56% |
| Copeland Dividend Growth Fund Class I | |||
| MFRFX | 62.50 | 0.27 | +0.43% |
| MFS Research A | |||
| GVIYX | 12.48 | 0.04 | +0.32% |
| GuideStone Funds Value Equity Idx Instl | |||
| AMTOX | 9.70 | -0.01 | -0.10% |
| AB All Market Real Return 1 | |||
| TEGCX | 15.33 | -0.03 | -0.20% |
| Touchstone Sands Cptl Emerg Mkts Gr C | |||