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NDVUX vs WCMFX
NDVUX vs WCMFX Comparison
Open Charts NDVUX vs WCMFX
MFS New Discovery Value R4
Price$18.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.82B
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
NDVUX vs WCMFX Comparison Chart in %
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NDVUX vs. WCMFX commentary
Sep 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 NDVUX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
NDVUX has more cash in the bank: 2.83B vs. WCMFX (60.7M). NDVUX pays higher dividends than WCMFX: NDVUX (1.48) 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 : -3.99 vs. WCMFX (-15.60). NDVUX return over 5 years is better than : 43.94 vs. WCMFX (37.31).
| 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 | -0.527 | -2.003 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 60.7M | 4,654% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | -3.99 | -15.60 | 26% |
| Returns for 3 years | 10.70 | 18.83 | 57% |
| Returns for 5 years | 43.94 | 37.31 | 118% |
| Returns for 10 years | 57.45 | N/A | - |
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