Interact to see
Advertisement
Advertisement
HUMEX vs WCMFX
HUMEX vs WCMFX Comparison
Open Charts HUMEX vs WCMFX
Huber Mid Cap Value Instl
Price$17.29
Change+$0.44 (+2.61%)
VolumeN/A
Net Assets11.29M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
HUMEX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HUMEX vs. WCMFX commentary
Dec 04, 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 HUMEX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
HUMEX has more cash in the bank: 11.3M vs. WCMFX (2.65M). HUMEX pays higher dividends than WCMFX: HUMEX (1.17) vs WCMFX (0.00). HUMEX was incepted earlier than WCMFX: HUMEX (10 years) vs WCMFX (6 years). HUMEX (2.10) is less costly to investors than WCMFX (1.45). HUMEX is a more actively managed with annual turnover of: 63.23 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than HUMEX: WCMFX (100000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : -2.94 vs. WCMFX (-76.13). HUMEX return over 5 years is better than : 49.85 vs. WCMFX (-64.64).
| HUMEX | WCMFX | HUMEX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.90 | 123% |
| Annual Report Gross Expense Ratio | 2.10 | 1.45 | 145% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 1.267 | -70.451 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 2.65M | 427% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | -2.94 | -76.13 | 4% |
| Returns for 3 years | 16.68 | -66.82 | -25% |
| Returns for 5 years | 49.85 | -64.64 | -77% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement