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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$14.88
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets949.41M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
NSVAX vs WCMFX Comparison Chart
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NSVAX vs. WCMFX commentary
Jan 31, 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: 949M vs. WCMFX (68.7M). NSVAX pays higher dividends than WCMFX: NSVAX (1.46) vs WCMFX (0.00). NSVAX was incepted earlier than WCMFX: NSVAX (23 years) vs WCMFX (5 years). NSVAX is a more actively managed with annual turnover of: 67.00 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 : 3.68 vs. NSVAX (-5.73). WCMFX return over 5 years is better than : 20.06 vs. NSVAX (6.67).
| NSVAX | WCMFX | NSVAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 3.477 | 3.422 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 68.7M | 1,381% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | -5.73 | 3.68 | -156% |
| Returns for 3 years | -15.81 | 14.19 | -111% |
| Returns for 5 years | 6.67 | 20.06 | 33% |
| Returns for 10 years | -9.32 | N/A | - |
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