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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$13.10
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets838.68M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.08 (-0.70%)
VolumeN/A
Net Assets61.25M
NSVAX vs WCMFX Comparison Chart in %
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NSVAX vs. WCMFX commentary
Jun 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 NSVAX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 839M vs. WCMFX (61.2M). NSVAX pays higher dividends than WCMFX: NSVAX (1.87) 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 : -9.43 vs. WCMFX (-13.66). WCMFX return over 5 years is better than : 43.00 vs. NSVAX (22.07).
| 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 | -8.136 | -4.508 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 61.2M | 1,371% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | -9.43 | -13.66 | 69% |
| Returns for 3 years | -13.46 | 11.83 | -114% |
| Returns for 5 years | 22.07 | 43.00 | 51% |
| Returns for 10 years | -24.48 | N/A | - |
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