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IVSOX vs WCMLX
IVSOX vs WCMLX Comparison
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IVSOX vs WCMLX Comparison Chart in %
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IVSOX vs. WCMLX commentary
Jul 14, 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 IVSOX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IVSOX has more cash in the bank: 208M vs. WCMLX (54.2M). IVSOX pays higher dividends than WCMLX: IVSOX (1.47) vs WCMLX (0.00). IVSOX was incepted earlier than WCMLX: IVSOX (32 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than IVSOX (1.11). IVSOX is a more actively managed with annual turnover of: 129.00 vs. WCMLX (89.00). IVSOX has a lower initial minimum investment than WCMLX: IVSOX (0) vs WCMLX (100000). IVSOX annual gain was more profitable for investors over the last year : 28.07 vs. WCMLX (22.61). IVSOX return over 5 years is better than : 8.22 vs. WCMLX (3.79).
| IVSOX | WCMLX | IVSOX / WCMLX | |
| Total Expense Ratio | 0.92 | 0.99 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.79 | 62% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 8.061 | 13.517 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 54.2M | 384% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 28.07 | 22.61 | 124% |
| Returns for 3 years | 56.14 | 28.03 | 200% |
| Returns for 5 years | 8.22 | 3.79 | 217% |
| Returns for 10 years | 21.66 | N/A | - |
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