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SPWAX vs WCMLX
SPWAX vs WCMLX Comparison
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SPWAX vs WCMLX Comparison Chart in %
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SPWAX vs. WCMLX commentary
Aug 03, 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 SPWAX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
SPWAX has more cash in the bank: 528M vs. WCMLX (51.1M). SPWAX (0.00) and WCMLX (0.00) have matching dividends . SPWAX was incepted earlier than WCMLX: SPWAX (14 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than SPWAX (1.51). WCMLX is a more actively managed with annual turnover of: 89.00 vs. SPWAX (35.00). SPWAX has a lower initial minimum investment than WCMLX: SPWAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 13.84 vs. SPWAX (6.20). WCMLX return over 5 years is better than : -3.87 vs. SPWAX (-29.24).
| SPWAX | WCMLX | SPWAX / WCMLX | |
| Total Expense Ratio | 1.28 | 0.99 | 129% |
| Annual Report Gross Expense Ratio | 1.51 | 1.79 | 84% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 11.187 | 8.212 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 51.1M | 1,033% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.20 | 13.84 | 45% |
| Returns for 3 years | 22.02 | 19.79 | 111% |
| Returns for 5 years | -29.24 | -3.87 | 755% |
| Returns for 10 years | -12.25 | N/A | - |
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