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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$14.04
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets675.85M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX commentary
Sep 16, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 676M vs. WCMJX (60.8M). NOSGX pays higher dividends than WCMJX: NOSGX (0.85) vs WCMJX (0.00). NOSGX was incepted earlier than WCMJX: NOSGX (31 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NOSGX (0.66). NOSGX is a more actively managed with annual turnover of: 26.80 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than NOSGX: WCMJX (1000) vs NOSGX (2500). WCMJX annual gain was more profitable for investors over the last year : -15.06 vs. NOSGX (-30.03). WCMJX return over 5 years is better than : 34.26 vs. NOSGX (-8.50).
| NOSGX | WCMJX | NOSGX / WCMJX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.66 | 1.70 | 39% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | 7.379 | -1.868 | -395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 60.8M | 1,112% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -30.03 | -15.06 | 199% |
| Returns for 3 years | -23.39 | 18.08 | -129% |
| Returns for 5 years | -8.50 | 34.26 | -25% |
| Returns for 10 years | -24.26 | N/A | - |
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