AOFAX
Price
$22.93
Change
-$0.20 (-0.86%)
Updated
Jun 2 closing price
Net Assets
845.39M
WCMLX
Price
$15.19
Change
-$0.04 (-0.26%)
Updated
Jun 3 closing price
Net Assets
53.09M
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AOFAX vs WCMLX

Header iconAOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLXBanner chart's image
AOFAX vs WCMLX Comparison Chart in %
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AOFAX vs. WCMLX commentary
Jun 04, 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 AOFAX is a Hold and WCMLX is a Buy.

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FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 845M vs. WCMLX (53.1M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (18 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than AOFAX (1.30). WCMLX (89.00) and AOFAX (88.45) have comparable annual turnover. AOFAX has a lower initial minimum investment than WCMLX: AOFAX (1000) vs WCMLX (100000). AOFAX annual gain was more profitable for investors over the last year : 34.71 vs. WCMLX (25.56). WCMLX return over 5 years is better than : 0.33 vs. AOFAX (-21.27).
AOFAXWCMLXAOFAX / WCMLX
Total Expense Ratio1.300.99131%
Annual Report Gross Expense Ratio1.301.7973%
Fund Existence18 years7 years-
Gain YTD10.56410.68399%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets845M53.1M1,591%
Annual Yield % from dividends0.000.00-
Returns for 1 year34.7125.56136%
Returns for 3 years42.9533.71127%
Returns for 5 years-21.270.33-6,459%
Returns for 10 years117.36N/A-
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