BASAX
Price
$21.41
Change
-$0.03 (-0.14%)
Updated
Aug 6 closing price
Net Assets
584.46M
WCMLX
Price
$15.51
Change
+$0.05 (+0.32%)
Updated
Aug 6 closing price
Net Assets
53.07M
Interact to see
Advertisement

BASAX vs WCMLX

BASAX vs WCMLX Comparison Chart in %
View a ticker or compare two or three
VS
BASAX vs. WCMLX commentary
Aug 07, 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 BASAX is a Buy and WCMLX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BASAX has more cash in the bank: 584M vs. WCMLX (53.1M). BASAX (0.00) and WCMLX (0.00) have matching dividends . BASAX was incepted earlier than WCMLX: BASAX (20 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than BASAX (1.36). WCMLX is a more actively managed with annual turnover of: 89.00 vs. BASAX (28.00). BASAX has a lower initial minimum investment than WCMLX: BASAX (100) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 19.38 vs. BASAX (3.23). WCMLX return over 5 years is better than : 0.00 vs. BASAX (-28.25).
BASAXWCMLXBASAX / WCMLX
Total Expense Ratio1.360.99137%
Annual Report Gross Expense Ratio1.361.7976%
Fund Existence20 years7 years-
Gain YTD19.04512.355154%
Front LoadN/AN/A-
Min. Initial Investment1001000000%
Min. Initial Investment IRAN/AN/A-
Net Assets584M53.1M1,100%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.2319.3817%
Returns for 3 years3.3327.8712%
Returns for 5 years-28.250.00-
Returns for 10 years35.64N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MSMIX35.710.11
+0.31%
NYLI WMC Value Investor Class
JDESX53.60N/A
N/A
JPMorgan US Research Enhanced Equity I
RYVVX112.02N/A
N/A
Rydex S&P 500 Pure Value C
MMUCX25.63N/A
N/A
MFS Utilities C
ICEVX56.86-0.26
-0.46%
NYLI Epoch International Choice Class A