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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
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AOFAX vs WCMLX Comparison Chart in %
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AOFAX vs. WCMLX commentary
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 878M vs. WCMLX (55.2M). 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 : 37.61 vs. WCMLX (29.66). WCMLX return over 5 years is better than : -0.32 vs. AOFAX (-24.42).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 1.79 | 73% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 15.966 | 13.735 | 116% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 55.2M | 1,591% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 37.61 | 29.66 | 127% |
| Returns for 3 years | 51.53 | 36.68 | 140% |
| Returns for 5 years | -24.42 | -0.32 | 7,669% |
| Returns for 10 years | 134.08 | N/A | - |
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