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ADAIX vs WMNAX
ADAIX vs WMNAX Comparison Chart in %
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ADAIX vs. WMNAX commentary
Sep 16, 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 ADAIX is a Buy and WMNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ADAIX has more cash in the bank: 1.96B vs. WMNAX (128M). WMNAX pays higher dividends than ADAIX: WMNAX (2.78) vs ADAIX (1.16). ADAIX was incepted earlier than WMNAX: ADAIX (17 years) vs WMNAX (5 years). ADAIX (1.87) is less costly to investors than WMNAX (1.33). ADAIX is a more actively managed with annual turnover of: 361.00 vs. WMNAX (51.00). WMNAX has a lower initial minimum investment than ADAIX: WMNAX (1000) vs ADAIX (5000000). WMNAX annual gain was more profitable for investors over the last year : 7.14 vs. ADAIX (5.51). ADAIX return over 5 years is better than : 32.79 vs. WMNAX (23.29).
| ADAIX | WMNAX | ADAIX / WMNAX | |
| Total Expense Ratio | 1.87 | 1.10 | 170% |
| Annual Report Gross Expense Ratio | 1.87 | 1.33 | 141% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 5.776 | 5.778 | 100% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 128M | 1,527% |
| Annual Yield % from dividends | 1.16 | 2.78 | 42% |
| Returns for 1 year | 5.51 | 7.14 | 77% |
| Returns for 3 years | 12.73 | 20.40 | 62% |
| Returns for 5 years | 32.79 | 23.29 | 141% |
| Returns for 10 years | 78.77 | N/A | - |
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