| AASOX | WCMLX | AASOX / WCMLX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 0.97 | 1.79 | 54% |
| Fund Existence | 38 years | 7 years | - |
| Gain YTD | 16.416 | 13.517 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 54.2M | 297% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 28.02 | 22.61 | 124% |
| Returns for 3 years | 35.18 | 28.03 | 125% |
| Returns for 5 years | -51.74 | 3.79 | -1,366% |
| Returns for 10 years | 8.63 | N/A | - |