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NOSGX vs WCMFX
NOSGX vs WCMFX Comparison
Open Charts NOSGX vs WCMFX
Northern Small Cap Value
Price$13.92
Change+$0.56 (+4.19%)
VolumeN/A
Net Assets687.64M
WCM SMID Quality Val Fd Institutional
Price$12.11
Change+$0.37 (+3.15%)
VolumeN/A
Net Assets62.95M
NOSGX vs WCMFX Comparison Chart in %
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NOSGX vs. WCMFX commentary
Aug 26, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 688M vs. WCMFX (62.9M). 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 : -12.31 vs. NOSGX (-31.20). WCMFX return over 5 years is better than : 35.01 vs. NOSGX (-11.05).
| 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 | 6.995 | 1.085 | 645% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 62.9M | 1,094% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -31.20 | -12.31 | 253% |
| Returns for 3 years | -27.92 | 15.44 | -181% |
| Returns for 5 years | -11.05 | 35.01 | -32% |
| Returns for 10 years | -20.78 | N/A | - |
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