Interact to see
Advertisement
Advertisement
NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Sm Cp Val and Inflection Inst
Price$14.66
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets852.06M
WCM SMID Quality Val Fd Institutional
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets50.17M
NSVAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NSVAX vs. WCMFX commentary
Oct 01, 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 NSVAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 852M vs. WCMFX (50.2M). NSVAX pays higher dividends than WCMFX: NSVAX (1.29) vs WCMFX (0.00). NSVAX was incepted earlier than WCMFX: NSVAX (23 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). NSVAX has a lower initial minimum investment than WCMFX: NSVAX (2000) vs WCMFX (100000). NSVAX annual gain was more profitable for investors over the last year : -8.58 vs. WCMFX (-18.90). WCMFX return over 5 years is better than : 35.30 vs. NSVAX (23.07).
| NSVAX | WCMFX | NSVAX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 1.45 | 77% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 1.947 | -4.341 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 852M | 50.2M | 1,697% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | -8.58 | -18.90 | 45% |
| Returns for 3 years | 3.04 | 23.23 | 13% |
| Returns for 5 years | 23.07 | 35.30 | 65% |
| Returns for 10 years | -6.88 | N/A | - |