WMMCX yields 21.21% · VYM yields 2.41%● Live data
📍 WMMCX pulled ahead of the other in Year 1
Combined, WMMCX + VYM cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of WMMCX + VYM for your $10,000?
The investment seeks long term capital appreciation. The fund primarily invests in common stocks of smaller companies that have a market capitalization of $500 million or less at the time of the fund's initial investment. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the sub-adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
Full WMMCX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.