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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
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AOFIX vs WCMLX Comparison Chart in %
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AOFIX 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 AOFIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 878M vs. WCMLX (55.2M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (18 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than AOFIX (1.22). WCMLX (89.00) and AOFIX (88.45) have comparable annual turnover. AOFIX has a lower initial minimum investment than WCMLX: AOFIX (0) vs WCMLX (100000). AOFIX annual gain was more profitable for investors over the last year : 37.64 vs. WCMLX (29.66). WCMLX return over 5 years is better than : -0.32 vs. AOFIX (-23.81).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.79 | 68% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 15.974 | 13.735 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 37.64 | 29.66 | 127% |
| Returns for 3 years | 51.87 | 36.68 | 141% |
| Returns for 5 years | -23.81 | -0.32 | 7,476% |
| Returns for 10 years | 136.44 | N/A | - |
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