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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
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 SPWIX is a StrongBuy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
SPWIX has more cash in the bank: 304M vs. WCMLX (52.4M). 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 : 25.84 vs. SPWIX (12.78). WCMLX return over 5 years is better than : -0.07 vs. SPWIX (-20.88).
| 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 | 13.259 | 9.375 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 52.4M | 580% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.78 | 25.84 | 49% |
| Returns for 3 years | 24.27 | 32.13 | 76% |
| Returns for 5 years | -20.88 | -0.07 | 31,452% |
| Returns for 10 years | 31.97 | N/A | - |
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