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SPWCX vs WCMNX
SPWCX vs WCMNX Comparison
Open Charts SPWCX vs WCMNX
SPWCX vs WCMNX Comparison Chart in %
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SPWCX vs. WCMNX commentary
Sep 13, 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 SPWCX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SPWCX has more cash in the bank: 519M vs. WCMNX (47.2M). SPWCX (0.00) and WCMNX (0.00) have matching dividends . SPWCX was incepted earlier than WCMNX: SPWCX (15 years) vs WCMNX (7 years). SPWCX (2.17) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 89.00 vs. SPWCX (35.00). SPWCX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 2.55 vs. SPWCX (-3.19). WCMNX return over 5 years is better than : -8.65 vs. SPWCX (-41.46).
| SPWCX | WCMNX | SPWCX / WCMNX | |
| Total Expense Ratio | 2.06 | 1.24 | 166% |
| Annual Report Gross Expense Ratio | 2.17 | 2.04 | 106% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 11.494 | 3.690 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -3.19 | 2.55 | -125% |
| Returns for 3 years | 17.15 | 22.49 | 76% |
| Returns for 5 years | -41.46 | -8.65 | 479% |
| Returns for 10 years | -32.94 | N/A | - |
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