Ad is loading...
NDVTX vs WCMFX
NDVTX vs WCMFX Comparison
Open Charts NDVTX vs WCMFX
MFS New Discovery Value R3
Price$16.74
Change+$0.24 (+1.45%)
VolumeN/A
Net Assets2.7B
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
NDVTX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NDVTX vs. WCMFX commentary
May 09, 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 NDVTX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NDVTX has more cash in the bank: 2.7B vs. WCMFX (60.6M). NDVTX pays higher dividends than WCMFX: NDVTX (1.77) vs WCMFX (0.00). NDVTX was incepted earlier than WCMFX: NDVTX (14 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than NDVTX (1.20). NDVTX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVTX has a lower initial minimum investment than WCMFX: NDVTX (0) vs WCMFX (100000). NDVTX annual gain was more profitable for investors over the last year : -6.67 vs. WCMFX (-16.86). WCMFX (39.39) and NDVTX (37.91) have equivalent 5 years return.
| NDVTX | WCMFX | NDVTX / WCMFX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.20 | 1.27 | 94% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -8.587 | -9.015 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 60.6M | 4,449% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | -6.67 | -16.86 | 40% |
| Returns for 3 years | -5.18 | 8.13 | -64% |
| Returns for 5 years | 37.91 | 39.39 | 96% |
| Returns for 10 years | 31.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers