AGOZX
Price
$25.93
Change
-$0.46 (-1.74%)
Updated
Sep 1 closing price
Net Assets
814.57M
WCMNX
Price
$14.41
Change
-$0.21 (-1.44%)
Updated
Sep 1 closing price
Net Assets
50.37M
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AGOZX vs WCMNX

AGOZX vs WCMNX Comparison Chart in %
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AGOZX vs. WCMNX commentary
Sep 02, 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 AGOZX is a Hold and WCMNX is a Hold.

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FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 815M vs. WCMNX (50.4M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (16 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than AGOZX (0.88). WCMNX (89.00) and AGOZX (88.45) have comparable annual turnover. WCMNX has a lower initial minimum investment than AGOZX: WCMNX (1000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 25.79 vs. WCMNX (9.68). WCMNX return over 5 years is better than : -7.64 vs. AGOZX (-23.88).
AGOZXWCMNXAGOZX / WCMNX
Total Expense Ratio0.881.2471%
Annual Report Gross Expense Ratio0.882.0443%
Fund Existence16 years7 years-
Gain YTD17.6557.897224%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets815M50.4M1,617%
Annual Yield % from dividends0.000.00-
Returns for 1 year25.799.68266%
Returns for 3 years51.8423.27223%
Returns for 5 years-23.88-7.64312%
Returns for 10 years118.16N/A-
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