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NDVUX vs WCMFX
NDVUX vs WCMFX Comparison
Open Charts NDVUX vs WCMFX
MFS New Discovery Value R4
Price$18.04
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets2.67B
WCM SMID Quality Val Fd Institutional
Price$3.56
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets4.39M
NDVUX vs WCMFX Comparison Chart in %
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NDVUX vs. WCMFX commentary
Nov 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NDVUX has more cash in the bank: 2.67B vs. WCMFX (4.39M). NDVUX pays higher dividends than WCMFX: NDVUX (1.53) vs WCMFX (0.00). NDVUX was incepted earlier than WCMFX: NDVUX (15 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 : -12.38 vs. WCMFX (-76.08). NDVUX return over 5 years is better than : 18.63 vs. WCMFX (-64.43).
| NDVUX | WCMFX | NDVUX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 1.45 | 67% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -1.020 | -70.367 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 4.39M | 60,944% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -12.38 | -76.08 | 16% |
| Returns for 3 years | 2.86 | -66.09 | -4% |
| Returns for 5 years | 18.63 | -64.43 | -29% |
| Returns for 10 years | 50.42 | N/A | - |
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