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GADVX vs WCERX
GADVX vs WCERX Comparison Chart in %
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GADVX vs. WCERX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 442M vs. WCERX (129M). WCERX pays higher dividends than GADVX: WCERX (3.66) vs GADVX (3.15). 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 : 7.61 vs. WCERX (5.53). GADVX return over 5 years is better than : 20.42 vs. WCERX (15.51).
| 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 | 5.921 | 6.017 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 129M | 343% |
| Annual Yield % from dividends | 3.15 | 3.66 | 86% |
| Returns for 1 year | 7.61 | 5.53 | 138% |
| Returns for 3 years | 21.52 | 13.31 | 162% |
| Returns for 5 years | 20.42 | 15.51 | 132% |
| Returns for 10 years | 23.94 | N/A | - |
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