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SPWIX vs WCMLX
SPWIX vs WCMLX Comparison
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SPWIX vs WCMLX Comparison Chart in %
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SPWIX 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 SPWIX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
SPWIX has more cash in the bank: 292M vs. WCMLX (51.1M). SPWIX pays higher dividends than WCMLX: SPWIX (0.00) vs WCMLX (0.00). SPWIX was incepted earlier than WCMLX: SPWIX (25 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than SPWIX (1.49). SPWIX is a more actively managed with annual turnover of: 155.00 vs. WCMLX (89.00). SPWIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. WCMLX annual gain was more profitable for investors over the last year : 13.84 vs. SPWIX (8.48). WCMLX return over 5 years is better than : -3.87 vs. SPWIX (-20.94).
| SPWIX | WCMLX | SPWIX / WCMLX | |
| Total Expense Ratio | 1.38 | 0.99 | 139% |
| Annual Report Gross Expense Ratio | 1.49 | 1.79 | 83% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 12.537 | 8.212 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 51.1M | 571% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.48 | 13.84 | 61% |
| Returns for 3 years | 15.22 | 19.79 | 77% |
| Returns for 5 years | -20.94 | -3.87 | 541% |
| Returns for 10 years | 26.67 | N/A | - |
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