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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Sm Cp Val and Inflection Inst
Price$14.78
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets895.63M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
NSVAX vs WCMFX Comparison Chart in %
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NSVAX vs. WCMFX commentary
Sep 08, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 896M vs. WCMFX (61.8M). 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 : -4.36 vs. WCMFX (-12.15). WCMFX return over 5 years is better than : 34.80 vs. NSVAX (19.93).
| 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 | 2.782 | -0.417 | -666% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 61.8M | 1,450% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | -4.36 | -12.15 | 36% |
| Returns for 3 years | -3.54 | 20.63 | -17% |
| Returns for 5 years | 19.93 | 34.80 | 57% |
| Returns for 10 years | -8.01 | N/A | - |
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