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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
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 SPWAX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SPWAX has more cash in the bank: 519M vs. WCMNX (47.2M). SPWAX (0.00) and WCMNX (0.00) have matching dividends . SPWAX was incepted earlier than WCMNX: SPWAX (15 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 : 2.55 vs. SPWAX (1.00). WCMNX return over 5 years is better than : -8.65 vs. SPWAX (-30.49).
| SPWAX | WCMNX | SPWAX / WCMNX | |
| Total Expense Ratio | 1.28 | 1.24 | 103% |
| Annual Report Gross Expense Ratio | 1.51 | 2.04 | 74% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 12.126 | 3.690 | 329% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 47.2M | 1,100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.00 | 2.55 | 39% |
| Returns for 3 years | 27.48 | 22.49 | 122% |
| Returns for 5 years | -30.49 | -8.65 | 353% |
| Returns for 10 years | -12.58 | N/A | - |