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IVSOX vs WCMNX
IVSOX vs WCMNX Comparison
Open Charts IVSOX vs WCMNX
IVSOX vs WCMNX Comparison Chart in %
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IVSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IVSOX has more cash in the bank: 208M vs. WCMNX (54.2M). IVSOX pays higher dividends than WCMNX: IVSOX (1.47) vs WCMNX (0.00). IVSOX was incepted earlier than WCMNX: IVSOX (32 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than IVSOX (1.11). IVSOX is a more actively managed with annual turnover of: 129.00 vs. WCMNX (89.00). IVSOX has a lower initial minimum investment than WCMNX: IVSOX (0) vs WCMNX (1000). IVSOX annual gain was more profitable for investors over the last year : 28.07 vs. WCMNX (22.29). IVSOX return over 5 years is better than : 8.22 vs. WCMNX (2.47).
| IVSOX | WCMNX | IVSOX / WCMNX | |
| Total Expense Ratio | 0.92 | 1.24 | 74% |
| Annual Report Gross Expense Ratio | 1.11 | 2.04 | 54% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 8.061 | 13.358 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 22.29 | 126% |
| Returns for 3 years | 56.14 | 27.05 | 208% |
| Returns for 5 years | 8.22 | 2.47 | 333% |
| Returns for 10 years | 21.66 | N/A | - |
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