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NOSGX vs WCMFX
NOSGX vs WCMFX Comparison
Open Charts NOSGX vs WCMFX
Northern Small Cap Value
Price$13.60
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets626.8M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
NOSGX vs WCMFX Comparison Chart in %
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NOSGX vs. WCMFX 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 NOSGX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 627M vs. WCMFX (5.92M). NOSGX pays higher dividends than WCMFX: NOSGX (0.85) 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). NOSGX annual gain was more profitable for investors over the last year : -36.85 vs. WCMFX (-76.28). NOSGX return over 5 years is better than : -23.49 vs. WCMFX (-65.29).
| 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 | 4.612 | -71.870 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 5.92M | 10,584% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -36.85 | -76.28 | 48% |
| Returns for 3 years | -29.20 | -67.31 | 43% |
| Returns for 5 years | -23.49 | -65.29 | 36% |
| Returns for 10 years | -29.34 | N/A | - |
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