Interact to see
Advertisement
Advertisement
NDVUX vs WCMFX
NDVUX vs WCMFX Comparison
Open Charts NDVUX vs WCMFX
MFS New Discovery Value R4
Price$17.91
Change+$0.27 (+1.53%)
VolumeN/A
Net Assets2.71B
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets21.63M
NDVUX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVUX vs. WCMFX commentary
Oct 15, 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 NDVUX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
NDVUX has more cash in the bank: 2.71B vs. WCMFX (21.6M). NDVUX pays higher dividends than WCMFX: NDVUX (1.50) vs WCMFX (0.00). NDVUX was incepted earlier than WCMFX: NDVUX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVUX (0.97). NDVUX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVUX has a lower initial minimum investment than WCMFX: NDVUX (0) vs WCMFX (100000). NDVUX annual gain was more profitable for investors over the last year : -8.17 vs. WCMFX (-21.17). NDVUX return over 5 years is better than : 34.30 vs. WCMFX (22.11).
| NDVUX | WCMFX | NDVUX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 1.45 | 67% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.215 | -6.427 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 21.6M | 12,528% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | -8.17 | -21.17 | 39% |
| Returns for 3 years | 14.34 | 19.51 | 73% |
| Returns for 5 years | 34.30 | 22.11 | 155% |
| Returns for 10 years | 50.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement