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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$13.61
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets626.16M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 626M vs. WCMJX (5.92M). NOSGX pays higher dividends than WCMJX: NOSGX (0.85) vs WCMJX (0.00). NOSGX was incepted earlier than WCMJX: NOSGX (32 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). NOSGX annual gain was more profitable for investors over the last year : -36.97 vs. WCMJX (-77.39). NOSGX return over 5 years is better than : -24.04 vs. WCMJX (-67.35).
| NOSGX | WCMJX | NOSGX / WCMJX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.66 | 1.70 | 39% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 4.304 | -73.090 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 5.92M | 10,576% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -36.97 | -77.39 | 48% |
| Returns for 3 years | -29.41 | -68.98 | 43% |
| Returns for 5 years | -24.04 | -67.35 | 36% |
| Returns for 10 years | -29.55 | N/A | - |
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