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NDVAX vs WCMFX
NDVAX vs WCMFX Comparison
Open Charts NDVAX vs WCMFX
MFS New Discovery Value A
Price$17.60
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets2.79B
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
NDVAX vs WCMFX Comparison Chart in %
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NDVAX vs. WCMFX commentary
Sep 26, 2025
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 NDVAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
NDVAX has more cash in the bank: 2.79B vs. WCMFX (59.3M). NDVAX pays higher dividends than WCMFX: NDVAX (1.26) vs WCMFX (0.00). NDVAX was incepted earlier than WCMFX: NDVAX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVAX (1.22). NDVAX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVAX has a lower initial minimum investment than WCMFX: NDVAX (1000) vs WCMFX (100000). NDVAX annual gain was more profitable for investors over the last year : -4.30 vs. WCMFX (-17.25). NDVAX return over 5 years is better than : 46.84 vs. WCMFX (39.11).
| NDVAX | WCMFX | NDVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.22 | 1.45 | 84% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -1.080 | -3.506 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 59.3M | 4,705% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -4.30 | -17.25 | 25% |
| Returns for 3 years | 17.53 | 23.37 | 75% |
| Returns for 5 years | 46.84 | 39.11 | 120% |
| Returns for 10 years | 55.81 | N/A | - |
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