AISZX
Price
$21.82
Change
+$0.22 (+1.02%)
Updated
Sep 11 closing price
Net Assets
79.43M
WCMLX
Price
$14.42
Change
+$0.13 (+0.91%)
Updated
Sep 11 closing price
Net Assets
47.24M
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AISZX vs WCMLX

AISZX vs WCMLX Comparison Chart in %
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AISZX vs. WCMLX commentary
Sep 12, 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 AISZX is a Hold and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
AISZX has more cash in the bank: 79.4M vs. WCMLX (47.2M). AISZX (0.00) and WCMLX (0.00) have matching dividends . AISZX was incepted earlier than WCMLX: AISZX (10 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than AISZX (1.06). WCMLX is a more actively managed with annual turnover of: 89.00 vs. AISZX (38.55). WCMLX has a lower initial minimum investment than AISZX: WCMLX (100000) vs AISZX (500000). AISZX annual gain was more profitable for investors over the last year : 19.54 vs. WCMLX (2.81). WCMLX return over 5 years is better than : -7.51 vs. AISZX (-33.35).
AISZXWCMLXAISZX / WCMLX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.061.7959%
Fund Existence10 years7 years-
Gain YTD18.6163.852483%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets79.4M47.2M168%
Annual Yield % from dividends0.000.00-
Returns for 1 year19.542.81696%
Returns for 3 years40.2623.40172%
Returns for 5 years-33.35-7.51444%
Returns for 10 years41.79N/A-
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