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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$12.61
Change+$0.23 (+1.86%)
VolumeN/A
Net Assets764.2M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
NSVAX vs WCMFX Comparison Chart
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NSVAX vs. WCMFX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 764M vs. WCMFX (60.2M). NSVAX pays higher dividends than WCMFX: NSVAX (1.88) vs WCMFX (0.00). NSVAX was incepted earlier than WCMFX: NSVAX (23 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 88.00 vs. WCMFX (22.00). NSVAX has a lower initial minimum investment than WCMFX: NSVAX (2000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -18.03 vs. NSVAX (-25.86). WCMFX return over 5 years is better than : 47.06 vs. NSVAX (23.35).
| NSVAX | WCMFX | NSVAX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 1.11 | 1.27 | 87% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -13.908 | -12.354 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 60.2M | 1,269% |
| Annual Yield % from dividends | 1.88 | 0.00 | - |
| Returns for 1 year | -25.86 | -18.03 | 143% |
| Returns for 3 years | -28.95 | -1.41 | 2,056% |
| Returns for 5 years | 23.35 | 47.06 | 50% |
| Returns for 10 years | -28.92 | N/A | - |
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