SCMIX
Price
$304.36
Change
+$10.77 (+3.67%)
Updated
Jun 2 closing price
Net Assets
28.72B
WSTAX
Price
$82.09
Change
+$0.84 (+1.03%)
Updated
Jun 2 closing price
Net Assets
8.67B
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SCMIX vs WSTAX

Header iconSCMIX vs WSTAX Comparison
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SCMIX vs WSTAX Comparison Chart in %
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SCMIX vs. WSTAX 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 SCMIX is a Buy and WSTAX is a Buy.

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FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.7B vs. WSTAX (8.67B). SCMIX (0.00) and WSTAX (0.00) have matching dividends . SCMIX was incepted earlier than WSTAX: SCMIX (25 years) vs WSTAX (26 years). WSTAX (1.18) is less costly to investors than SCMIX (0.87). WSTAX is a more actively managed with annual turnover of: 45.00 vs. SCMIX (33.00). SCMIX has a lower initial minimum investment than WSTAX: SCMIX (0) vs WSTAX (1000). SCMIX annual gain was more profitable for investors over the last year : 107.29 vs. WSTAX (49.55). SCMIX return over 5 years is better than : 113.49 vs. WSTAX (-13.67).
SCMIXWSTAXSCMIX / WSTAX
Total Expense Ratio0.871.1774%
Annual Report Gross Expense Ratio0.871.1874%
Fund Existence25 years26 years-
Gain YTD53.21540.352132%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.7B8.67B331%
Annual Yield % from dividends0.000.00-
Returns for 1 year107.2949.55217%
Returns for 3 years148.4783.41178%
Returns for 5 years113.49-13.67-830%
Returns for 10 years386.0071.41541%
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