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WCMLX vs WSMGX
WCMLX vs WSMGX Comparison
Open Charts WCMLX vs WSMGX
WCMLX vs WSMGX Comparison Chart in %
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WCMLX vs. WSMGX commentary
Jul 25, 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 WCMLX is a Hold and WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 52.2M vs. WSMGX (24.1M). WCMLX (0.00) and WSMGX (0.00) have matching dividends . WCMLX was incepted earlier than WSMGX: WCMLX (7 years) vs WSMGX (30 years). WCMLX (1.79) and WSMGX (1.77) have similar cost to investors . WSMGX is a more actively managed with annual turnover of: 121.00 vs. WCMLX (89.00). WCMLX has a lower initial minimum investment than WSMGX: WCMLX (100000) vs WSMGX (250000). WSMGX annual gain was more profitable for investors over the last year : 27.27 vs. WCMLX (17.14). WCMLX return over 5 years is better than : -1.04 vs. WSMGX (-31.67).
| WCMLX | WSMGX | WCMLX / WSMGX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.79 | 1.77 | 101% |
| Fund Existence | 7 years | 30 years | - |
| Gain YTD | 10.247 | 17.788 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.2M | 24.1M | 217% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.14 | 27.27 | 63% |
| Returns for 3 years | 22.83 | 35.53 | 64% |
| Returns for 5 years | -1.04 | -31.67 | 3% |
| Returns for 10 years | N/A | -0.27 | - |
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