Interact to see
Advertisement
Advertisement
CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
CWSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. WCMNX commentary
Sep 13, 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 CWSGX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 188M vs. WCMNX (47.2M). CWSGX pays higher dividends than WCMNX: CWSGX (0.04) vs WCMNX (0.00). CWSGX was incepted earlier than WCMNX: CWSGX (9 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than CWSGX (1.86). WCMNX is a more actively managed with annual turnover of: 89.00 vs. CWSGX (72.00). CWSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CWSGX annual gain was more profitable for investors over the last year : 25.64 vs. WCMNX (2.55). CWSGX return over 5 years is better than : 15.97 vs. WCMNX (-8.65).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.86 | 2.04 | 91% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 18.262 | 3.690 | 495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 47.2M | 398% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | 25.64 | 2.55 | 1,004% |
| Returns for 3 years | 93.84 | 22.49 | 417% |
| Returns for 5 years | 15.97 | -8.65 | -185% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XSHQ | 46.96 | 0.24 | +0.50% |
| Invesco S&P SmallCap Quality ETF | |||
| JULH | 25.27 | 0.05 | +0.20% |
| Innovator Premium Income 20 Bar ETF -Jul | |||
| DVYE | 36.10 | 0.06 | +0.17% |
| iShares Emerging Markets Dividend ETF | |||
| PEPS | 32.54 | N/A | N/A |
| Parametric Equity Plus ETF | |||
| BRIB | 24.45 | -0.02 | -0.07% |
| FIS Bright Portfolios Core Bond ETF | |||