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NDVTX vs WCMJX
NDVTX vs WCMJX Comparison
Open Charts NDVTX vs WCMJX
MFS New Discovery Value R3
Price$16.74
Change+$0.24 (+1.45%)
VolumeN/A
Net Assets2.7B
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
NDVTX vs WCMJX Comparison Chart
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NDVTX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NDVTX has more cash in the bank: 2.7B vs. WCMJX (60.6M). NDVTX pays higher dividends than WCMJX: NDVTX (1.77) vs WCMJX (0.00). NDVTX was incepted earlier than WCMJX: NDVTX (14 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than NDVTX (1.20). NDVTX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). NDVTX has a lower initial minimum investment than WCMJX: NDVTX (0) vs WCMJX (1000). NDVTX annual gain was more profitable for investors over the last year : -6.67 vs. WCMJX (-17.23). NDVTX (37.91) and WCMJX (37.13) have equivalent 5 years return.
| NDVTX | WCMJX | NDVTX / WCMJX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.20 | 1.52 | 79% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -8.587 | -9.083 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.23 | 39% |
| Returns for 3 years | -5.18 | 7.10 | -73% |
| Returns for 5 years | 37.91 | 37.13 | 102% |
| Returns for 10 years | 31.92 | N/A | - |
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