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SPWIX vs WCMNX
SPWIX vs WCMNX Comparison
Open Charts SPWIX vs WCMNX
SPWIX vs WCMNX Comparison Chart in %
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SPWIX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SPWIX has more cash in the bank: 292M vs. WCMNX (51.1M). 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 : 13.50 vs. SPWIX (8.48). WCMNX return over 5 years is better than : -5.18 vs. SPWIX (-20.94).
| 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 | 12.537 | 7.970 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 13.50 | 63% |
| Returns for 3 years | 15.22 | 18.85 | 81% |
| Returns for 5 years | -20.94 | -5.18 | 404% |
| Returns for 10 years | 26.67 | N/A | - |
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