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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
IVSOX has more cash in the bank: 205M vs. WCMNX (51.9M). IVSOX (0.00) and WCMNX (0.00) have matching dividends . 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 : 20.50 vs. WCMNX (16.65). IVSOX return over 5 years is better than : 8.73 vs. WCMNX (1.76).
| 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 | 6.065 | 11.144 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 51.9M | 395% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.50 | 16.65 | 123% |
| Returns for 3 years | 57.68 | 31.41 | 184% |
| Returns for 5 years | 8.73 | 1.76 | 497% |
| Returns for 10 years | 14.60 | N/A | - |
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