Interact to see
Advertisement
Advertisement
HUMEX vs WCMJX
HUMEX vs WCMJX Comparison
Open Charts HUMEX vs WCMJX
Huber Mid Cap Value Instl
Price$17.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets11.7M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
HUMEX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HUMEX vs. WCMJX commentary
Dec 28, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HUMEX has more cash in the bank: 11.7M vs. WCMJX (1.61M). HUMEX pays higher dividends than WCMJX: HUMEX (1.17) vs WCMJX (0.00). HUMEX was incepted earlier than WCMJX: HUMEX (10 years) vs WCMJX (6 years). HUMEX (2.10) is less costly to investors than WCMJX (1.70). HUMEX is a more actively managed with annual turnover of: 63.23 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than HUMEX: WCMJX (1000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 7.73 vs. WCMJX (-71.61). HUMEX return over 5 years is better than : 58.86 vs. WCMJX (-67.27).
| HUMEX | WCMJX | HUMEX / WCMJX | |
| Total Expense Ratio | 1.11 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 2.10 | 1.70 | 124% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.449 | -71.053 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 1.61M | 725% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 7.73 | -71.61 | -11% |
| Returns for 3 years | 36.24 | -65.27 | -56% |
| Returns for 5 years | 58.86 | -67.27 | -87% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement