Ad is loading...
NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Small Cap Value II Inst
Price$14.27
Change-$0.62 (-4.16%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
NSVAX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NSVAX vs. WCMFX commentary
Dec 19, 2024
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: 985M vs. WCMFX (69M). 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 : 3.56 vs. NSVAX (-7.85). WCMFX return over 5 years is better than : 19.14 vs. NSVAX (2.18).
| 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 | -9.603 | 2.289 | -419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 985M | 69M | 1,428% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | -7.85 | 3.56 | -220% |
| Returns for 3 years | -16.79 | 11.50 | -146% |
| Returns for 5 years | 2.18 | 19.14 | 11% |
| Returns for 10 years | -9.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDEFX | 20.45 | -0.02 | -0.10% |
| BlackRock EuroFund Inv A | |||
| CNWIX | 19.70 | -0.02 | -0.10% |
| Calamos Evolving World Growth I | |||
| GTILX | 27.91 | -0.09 | -0.32% |
| Glenmede Quant US Large Cap Gr Eq Instl | |||
| PRPHX | 59.06 | -0.28 | -0.47% |
| Permanent Portfolio Permanent C | |||
| CWGCX | 64.64 | -4.32 | -6.27% |
| American Funds Capital World Gr&Inc C | |||