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HMEAX vs WCERX
HMEAX vs WCERX Comparison Chart in %
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HMEAX vs. WCERX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.28B vs. WCERX (130M). WCERX pays higher dividends than HMEAX: WCERX (5.83) vs HMEAX (4.79). HMEAX was incepted earlier than WCERX: HMEAX (9 years) vs WCERX (9 years). HMEAX (2.45) 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 : 5.47 vs. WCERX (1.95). HMEAX return over 5 years is better than : 21.06 vs. WCERX (-0.59).
| HMEAX | WCERX | HMEAX / WCERX | |
| Total Expense Ratio | 2.25 | 1.85 | 122% |
| Annual Report Gross Expense Ratio | 2.45 | 1.95 | 126% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 0.102 | 0.395 | 26% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 130M | 987% |
| Annual Yield % from dividends | 4.79 | 5.83 | 82% |
| Returns for 1 year | 5.47 | 1.95 | 280% |
| Returns for 3 years | 16.26 | 7.16 | 227% |
| Returns for 5 years | 21.06 | -0.59 | -3,540% |
| Returns for 10 years | N/A | N/A | - |
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