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NDVAX vs WCMJX
NDVAX vs WCMJX Comparison
Open Charts NDVAX vs WCMJX
MFS New Discovery Value A
Price$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets2.69B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.71M
NDVAX vs WCMJX Comparison Chart in %
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NDVAX vs. WCMJX commentary
Oct 18, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NDVAX has more cash in the bank: 2.69B vs. WCMJX (21.7M). NDVAX pays higher dividends than WCMJX: NDVAX (1.28) vs WCMJX (0.00). NDVAX was incepted earlier than WCMJX: NDVAX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NDVAX (1.22). NDVAX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). NDVAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. NDVAX annual gain was more profitable for investors over the last year : -9.99 vs. WCMJX (-21.41). NDVAX return over 5 years is better than : 30.76 vs. WCMJX (20.90).
| NDVAX | WCMJX | NDVAX / WCMJX | |
| Total Expense Ratio | 1.21 | 1.15 | 105% |
| Annual Report Gross Expense Ratio | 1.22 | 1.70 | 72% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.692 | -6.197 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 21.7M | 12,392% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -9.99 | -21.41 | 47% |
| Returns for 3 years | 7.32 | 14.75 | 50% |
| Returns for 5 years | 30.76 | 20.90 | 147% |
| Returns for 10 years | 42.64 | N/A | - |
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