AISZX
Price
$21.55
Change
+$0.03 (+0.14%)
Updated
Jul 31 closing price
Net Assets
80.58M
WCMNX
Price
$14.63
Change
-$0.11 (-0.75%)
Updated
Jul 31 closing price
Net Assets
51.1M
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AISZX vs WCMNX

AISZX vs WCMNX Comparison Chart in %
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AISZX vs. WCMNX commentary
Aug 03, 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 Buy and WCMNX is a Buy.

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FUNDAMENTALS
Fundamentals
AISZX has more cash in the bank: 80.6M vs. WCMNX (51.1M). AISZX (0.00) and WCMNX (0.00) have matching dividends . AISZX was incepted earlier than WCMNX: AISZX (10 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than AISZX (1.06). WCMNX is a more actively managed with annual turnover of: 89.00 vs. AISZX (38.55). WCMNX has a lower initial minimum investment than AISZX: WCMNX (1000) vs AISZX (500000). AISZX annual gain was more profitable for investors over the last year : 25.88 vs. WCMNX (13.50). WCMNX return over 5 years is better than : -5.18 vs. AISZX (-32.99).
AISZXWCMNXAISZX / WCMNX
Total Expense Ratio1.001.2481%
Annual Report Gross Expense Ratio1.062.0452%
Fund Existence10 years7 years-
Gain YTD18.3427.970230%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets80.6M51.1M158%
Annual Yield % from dividends0.000.00-
Returns for 1 year25.8813.50192%
Returns for 3 years32.7818.85174%
Returns for 5 years-32.99-5.18636%
Returns for 10 years42.86N/A-
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