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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$13.67
Change+$0.11 (+0.81%)
VolumeN/A
Net Assets845.33M
WCM SMID Quality Val Fd Institutional
Price$11.88
Change+$0.17 (+1.45%)
VolumeN/A
Net Assets61.29M
NSVAX vs WCMFX Comparison Chart in %
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NSVAX vs. WCMFX commentary
Jul 27, 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: 845M vs. WCMFX (61.3M). NSVAX pays higher dividends than WCMFX: NSVAX (1.39) 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). WCMFX (-14.59) and NSVAX (-14.71) have marching annual gain over last year. WCMFX return over 5 years is better than : 34.29 vs. NSVAX (14.66).
| 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 | -5.702 | -2.254 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 61.3M | 1,378% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -14.71 | -14.59 | 101% |
| Returns for 3 years | -12.97 | 12.92 | -100% |
| Returns for 5 years | 14.66 | 34.29 | 43% |
| Returns for 10 years | -19.64 | N/A | - |
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