SLMCX
Price
$244.96
Change
+$5.41 (+2.26%)
Updated
Sep 11 closing price
Net Assets
28.86B
WSTAX
Price
$78.10
Change
+$0.45 (+0.58%)
Updated
Sep 11 closing price
Net Assets
8.07B
Interact to see
Advertisement

SLMCX vs WSTAX

SLMCX vs WSTAX Comparison Chart in %
View a ticker or compare two or three
VS
SLMCX vs. WSTAX commentary
Sep 12, 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 SLMCX is a Buy and WSTAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SLMCX has more cash in the bank: 28.9B vs. WSTAX (8.07B). SLMCX (0.00) and WSTAX (0.00) have matching dividends . SLMCX was incepted earlier than WSTAX: SLMCX (43 years) vs WSTAX (26 years). WSTAX (1.17) and SLMCX (1.16) have similar cost to investors . WSTAX is a more actively managed with annual turnover of: 58.00 vs. SLMCX (47.00). SLMCX (6%) and WSTAX (6%) have equivalent initial investment costs. WSTAX has a lower initial minimum investment than SLMCX: WSTAX (1000) vs SLMCX (2000). SLMCX annual gain was more profitable for investors over the last year : 58.81 vs. WSTAX (19.60). SLMCX return over 5 years is better than : 90.07 vs. WSTAX (-24.25).
SLMCXWSTAXSLMCX / WSTAX
Total Expense Ratio1.161.16100%
Annual Report Gross Expense Ratio1.161.1799%
Fund Existence43 years26 years-
Gain YTD56.32434.911161%
Front Load6%6%100%
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B8.07B358%
Annual Yield % from dividends0.000.00-
Returns for 1 year58.8119.60300%
Returns for 3 years133.2573.29182%
Returns for 5 years90.07-24.25-371%
Returns for 10 years310.9458.58531%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LZUSX17.73N/A
N/A
Lazard US Equity Focus Instl
SSMHX377.96N/A
N/A
State Street Small/Mid Cap Equity Index
TRTIX27.09N/A
N/A
T. Rowe Price International Value Eq I
AGIZX104.26N/A
N/A
Alger Growth & Income Z
GPGIX3.89N/A
N/A
Grandeur Peak Global Opportunities Instl