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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$13.92
Change+$0.56 (+4.19%)
VolumeN/A
Net Assets687.64M
WCM SMID Quality Val Fd Investor
Price$11.89
Change+$0.37 (+3.21%)
VolumeN/A
Net Assets62.95M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 688M vs. WCMJX (62.9M). 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 : -12.70 vs. NOSGX (-31.20). WCMJX return over 5 years is better than : 32.85 vs. NOSGX (-11.05).
| 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 | 6.995 | 0.934 | 749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -12.70 | 246% |
| Returns for 3 years | -27.92 | 14.33 | -195% |
| Returns for 5 years | -11.05 | 32.85 | -34% |
| Returns for 10 years | -20.78 | N/A | - |
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