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SPWAX vs WCMNX
SPWAX vs WCMNX Comparison
Open Charts SPWAX vs WCMNX
SPWAX vs WCMNX Comparison Chart in %
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SPWAX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SPWAX has more cash in the bank: 528M vs. WCMNX (51.1M). SPWAX (0.00) and WCMNX (0.00) have matching dividends . SPWAX was incepted earlier than WCMNX: SPWAX (14 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than SPWAX (1.51). WCMNX is a more actively managed with annual turnover of: 89.00 vs. SPWAX (35.00). WCMNX has a lower initial minimum investment than SPWAX: WCMNX (1000) vs SPWAX (2500). WCMNX annual gain was more profitable for investors over the last year : 13.50 vs. SPWAX (6.20). WCMNX return over 5 years is better than : -5.18 vs. SPWAX (-29.24).
| SPWAX | WCMNX | SPWAX / WCMNX | |
| Total Expense Ratio | 1.28 | 1.24 | 103% |
| Annual Report Gross Expense Ratio | 1.51 | 2.04 | 74% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 11.187 | 7.970 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 13.50 | 46% |
| Returns for 3 years | 22.02 | 18.85 | 117% |
| Returns for 5 years | -29.24 | -5.18 | 564% |
| Returns for 10 years | -12.25 | N/A | - |
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