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NDVVX vs WCMFX
NDVVX vs WCMFX Comparison
Open Charts NDVVX vs WCMFX
MFS New Discovery Value R6
Price$18.06
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets2.8B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
NDVVX vs WCMFX Comparison Chart in %
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NDVVX vs. WCMFX commentary
Oct 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 NDVVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.8B vs. WCMFX (22M). NDVVX pays higher dividends than WCMFX: NDVVX (1.60) vs WCMFX (0.00). NDVVX was incepted earlier than WCMFX: NDVVX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVVX (0.87). NDVVX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVVX has a lower initial minimum investment than WCMFX: NDVVX (0) vs WCMFX (100000). NDVVX annual gain was more profitable for investors over the last year : -2.76 vs. WCMFX (-16.70). NDVVX return over 5 years is better than : 37.16 vs. WCMFX (27.00).
| NDVVX | WCMFX | NDVVX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 1.45 | 60% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.011 | -3.422 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 22M | 12,718% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | -2.76 | -16.70 | 17% |
| Returns for 3 years | 17.08 | 21.92 | 78% |
| Returns for 5 years | 37.16 | 27.00 | 138% |
| Returns for 10 years | 52.48 | N/A | - |
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