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NDVVX vs WCMJX
NDVVX vs WCMJX Comparison
Open Charts NDVVX vs WCMJX
MFS New Discovery Value R6
Price$18.06
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets2.8B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
NDVVX vs WCMJX Comparison Chart in %
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NDVVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. NDVVX (2.8B). NDVVX pays higher dividends than WCMJX: NDVVX (1.60) vs WCMJX (0.00). NDVVX was incepted earlier than WCMJX: NDVVX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NDVVX (0.87). NDVVX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). NDVVX has a lower initial minimum investment than WCMJX: NDVVX (0) vs WCMJX (1000). NDVVX annual gain was more profitable for investors over the last year : -2.76 vs. WCMJX (-17.15). NDVVX return over 5 years is better than : 37.16 vs. WCMJX (25.00).
| NDVVX | WCMJX | NDVVX / WCMJX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.87 | 1.70 | 51% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.011 | -3.650 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 23.7B | 12% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | -2.76 | -17.15 | 16% |
| Returns for 3 years | 17.08 | 20.74 | 82% |
| Returns for 5 years | 37.16 | 25.00 | 149% |
| Returns for 10 years | 52.48 | N/A | - |
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