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NOSGX vs WCMFX
NOSGX vs WCMFX Comparison
Open Charts NOSGX vs WCMFX
Northern Small Cap Value
Price$12.84
Change+$0.21 (+1.66%)
VolumeN/A
Net Assets632.77M
WCM SMID Quality Val Fd Institutional
Price$11.51
Change+$0.14 (+1.23%)
VolumeN/A
Net Assets59.51M
NOSGX vs WCMFX Comparison Chart in %
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NOSGX vs. WCMFX commentary
Aug 05, 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 NOSGX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 633M vs. WCMFX (59.5M). NOSGX pays higher dividends than WCMFX: NOSGX (0.89) vs WCMFX (0.00). NOSGX was incepted earlier than WCMFX: NOSGX (31 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NOSGX (0.66). NOSGX is a more actively managed with annual turnover of: 26.80 vs. WCMFX (15.00). NOSGX has a lower initial minimum investment than WCMFX: NOSGX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -15.84 vs. NOSGX (-36.99). WCMFX return over 5 years is better than : 25.08 vs. NOSGX (-18.75).
| NOSGX | WCMFX | NOSGX / WCMFX | |
| Total Expense Ratio | 0.51 | 0.90 | 57% |
| Annual Report Gross Expense Ratio | 0.66 | 1.45 | 46% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | -2.921 | -5.092 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 59.5M | 1,064% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -36.99 | -15.84 | 234% |
| Returns for 3 years | -33.90 | 6.66 | -509% |
| Returns for 5 years | -18.75 | 25.08 | -75% |
| Returns for 10 years | -33.92 | N/A | - |
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