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HMEAX vs WCERX
HMEAX vs WCERX Comparison Chart in %
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HMEAX vs. WCERX 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 HMEAX is a Hold and WCERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.17B vs. WCERX (130M). HMEAX pays higher dividends than WCERX: HMEAX (4.78) vs WCERX (3.62). HMEAX was incepted earlier than WCERX: HMEAX (9 years) vs WCERX (9 years). HMEAX (2.74) is less costly to investors than WCERX (1.95). HMEAX is a more actively managed with annual turnover of: 406.00 vs. WCERX (210.00). HMEAX (6%) and WCERX (6%) have equivalent initial investment costs. HMEAX (2500) and WCERX (2500) have matching initial minimum investment requirements. HMEAX annual gain was more profitable for investors over the last year : 6.23 vs. WCERX (5.13). HMEAX return over 5 years is better than : 17.04 vs. WCERX (14.79).
| HMEAX | WCERX | HMEAX / WCERX | |
| Total Expense Ratio | 2.49 | 1.85 | 135% |
| Annual Report Gross Expense Ratio | 2.74 | 1.95 | 141% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 5.390 | 7.450 | 72% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 130M | 899% |
| Annual Yield % from dividends | 4.78 | 3.62 | 132% |
| Returns for 1 year | 6.23 | 5.13 | 122% |
| Returns for 3 years | 15.96 | 14.50 | 110% |
| Returns for 5 years | 17.04 | 14.79 | 115% |
| Returns for 10 years | N/A | N/A | - |
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