IVSOX
Price
$30.83
Change
+$0.35 (+1.15%)
Updated
Jun 2 closing price
Net Assets
199.68M
WCMNX
Price
$14.98
Change
+$0.18 (+1.22%)
Updated
Jun 2 closing price
Net Assets
53.09M
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IVSOX vs WCMNX

Header iconIVSOX vs WCMNX Comparison
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IVSOX vs WCMNX Comparison Chart in %
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IVSOX vs. WCMNX commentary
Jun 04, 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 Buy and WCMNX is a Buy.

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FUNDAMENTALS
Fundamentals
IVSOX has more cash in the bank: 200M vs. WCMNX (53.1M). IVSOX pays higher dividends than WCMNX: IVSOX (1.58) 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 : 47.26 vs. WCMNX (25.42). IVSOX return over 5 years is better than : 6.44 vs. WCMNX (-1.40).
IVSOXWCMNXIVSOX / WCMNX
Total Expense Ratio0.921.2474%
Annual Report Gross Expense Ratio1.112.0454%
Fund Existence32 years7 years-
Gain YTD17.0069.225184%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets200M53.1M377%
Annual Yield % from dividends1.580.00-
Returns for 1 year47.2625.42186%
Returns for 3 years77.3831.21248%
Returns for 5 years6.44-1.40-460%
Returns for 10 years23.01N/A-
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