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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
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 SPWAX is a StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SPWAX has more cash in the bank: 534M vs. WCMNX (53.1M). 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 : 25.25 vs. SPWAX (14.59). WCMNX return over 5 years is better than : -0.93 vs. SPWAX (-24.02).
| 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 | 14.005 | 10.554 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 53.1M | 1,006% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.59 | 25.25 | 58% |
| Returns for 3 years | 34.58 | 32.80 | 105% |
| Returns for 5 years | -24.02 | -0.93 | 2,594% |
| Returns for 10 years | -6.19 | N/A | - |
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