Interact to see
Advertisement
Advertisement
SPWIX vs WCMNX
SPWIX vs WCMNX Comparison
Open Charts SPWIX vs WCMNX
SPWIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWIX 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 SPWIX is a StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SPWIX has more cash in the bank: 304M vs. WCMNX (52.4M). SPWIX pays higher dividends than WCMNX: SPWIX (0.00) vs WCMNX (0.00). SPWIX was incepted earlier than WCMNX: SPWIX (25 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than SPWIX (1.49). SPWIX is a more actively managed with annual turnover of: 155.00 vs. WCMNX (89.00). WCMNX has a lower initial minimum investment than SPWIX: WCMNX (1000) vs SPWIX (100000). WCMNX annual gain was more profitable for investors over the last year : 25.42 vs. SPWIX (12.78). WCMNX return over 5 years is better than : -1.40 vs. SPWIX (-20.88).
| SPWIX | WCMNX | SPWIX / WCMNX | |
| Total Expense Ratio | 1.38 | 1.24 | 111% |
| Annual Report Gross Expense Ratio | 1.49 | 2.04 | 73% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 13.259 | 9.225 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 25.42 | 50% |
| Returns for 3 years | 24.27 | 31.21 | 78% |
| Returns for 5 years | -20.88 | -1.40 | 1,493% |
| Returns for 10 years | 31.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement