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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$12.84
Change+$0.21 (+1.66%)
VolumeN/A
Net Assets632.77M
WCM SMID Quality Val Fd Investor
Price$11.30
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets59.51M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX commentary
Aug 05, 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: 633M vs. WCMJX (59.5M). NOSGX pays higher dividends than WCMJX: NOSGX (0.89) 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 : -16.28 vs. NOSGX (-36.99). WCMJX return over 5 years is better than : 23.18 vs. NOSGX (-18.75).
| 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 | -2.921 | -5.263 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 59.5M | 1,064% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -36.99 | -16.28 | 227% |
| Returns for 3 years | -33.90 | 5.58 | -607% |
| Returns for 5 years | -18.75 | 23.18 | -81% |
| Returns for 10 years | -33.92 | N/A | - |
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