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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$13.15
Change-$0.32 (-2.38%)
VolumeN/A
Net Assets832.36M
WCM SMID Quality Val Fd Institutional
Price$11.18
Change-$0.20 (-1.76%)
VolumeN/A
Net Assets62.52M
NSVAX vs WCMFX Comparison Chart
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NSVAX vs. WCMFX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 832M vs. WCMFX (62.5M). NSVAX pays higher dividends than WCMFX: NSVAX (1.79) 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 : -13.79 vs. NSVAX (-18.90). WCMFX return over 5 years is better than : 41.54 vs. NSVAX (29.04).
| 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 | -6.328 | -5.008 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 62.5M | 1,331% |
| Annual Yield % from dividends | 1.79 | 0.00 | - |
| Returns for 1 year | -18.90 | -13.79 | 137% |
| Returns for 3 years | -24.28 | 6.65 | -365% |
| Returns for 5 years | 29.04 | 41.54 | 70% |
| Returns for 10 years | -20.62 | N/A | - |
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