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NDVVX vs WCMJX
NDVVX vs WCMJX Comparison
Open Charts NDVVX vs WCMJX
MFS New Discovery Value R6
Price$17.16
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.56B
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
NDVVX vs WCMJX Comparison Chart in %
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NDVVX vs. WCMJX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.56B vs. WCMJX (5.92M). NDVVX pays higher dividends than WCMJX: NDVVX (1.63) 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 : -13.30 vs. WCMJX (-77.30). NDVVX return over 5 years is better than : 15.37 vs. WCMJX (-67.15).
| 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 | -5.983 | -73.005 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 5.92M | 43,282% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -13.30 | -77.30 | 17% |
| Returns for 3 years | -1.35 | -68.88 | 2% |
| Returns for 5 years | 15.37 | -67.15 | -23% |
| Returns for 10 years | 43.03 | N/A | - |
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