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NOSGX vs WCMFX
NOSGX vs WCMFX Comparison
Open Charts NOSGX vs WCMFX
Northern Small Cap Value
Price$14.03
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets666.68M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
NOSGX vs WCMFX Comparison Chart in %
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NOSGX 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 NOSGX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 667M vs. WCMFX (22M). NOSGX pays higher dividends than WCMFX: NOSGX (0.84) vs WCMFX (0.00). NOSGX was incepted earlier than WCMFX: NOSGX (32 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 : -18.45 vs. NOSGX (-31.98). WCMFX return over 5 years is better than : 25.14 vs. NOSGX (-14.74).
| NOSGX | WCMFX | NOSGX / WCMFX | |
| Total Expense Ratio | 0.51 | 0.90 | 57% |
| Annual Report Gross Expense Ratio | 0.66 | 1.45 | 46% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 6.918 | -4.841 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 22M | 3,032% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -31.98 | -18.45 | 173% |
| Returns for 3 years | -19.12 | 20.13 | -95% |
| Returns for 5 years | -14.74 | 25.14 | -59% |
| Returns for 10 years | -26.70 | N/A | - |
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