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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Small Cap Value II Inst
Price$13.15
Change-$0.32 (-2.38%)
VolumeN/A
Net Assets832.36M
WCM SMID Quality Val Fd Investor
Price$10.98
Change-$0.21 (-1.88%)
VolumeN/A
Net Assets62.52M
NSVAX vs WCMJX Comparison Chart
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NSVAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 832M vs. WCMJX (62.5M). NSVAX pays higher dividends than WCMJX: NSVAX (1.79) vs WCMJX (0.00). NSVAX was incepted earlier than WCMJX: NSVAX (23 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 88.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than NSVAX: WCMJX (1000) vs NSVAX (2000). WCMJX annual gain was more profitable for investors over the last year : -14.12 vs. NSVAX (-18.90). WCMJX return over 5 years is better than : 39.18 vs. NSVAX (29.04).
| NSVAX | WCMJX | NSVAX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.10 | 87% |
| Annual Report Gross Expense Ratio | 1.11 | 1.52 | 73% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -6.328 | -5.008 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -14.12 | 134% |
| Returns for 3 years | -24.28 | 5.67 | -429% |
| Returns for 5 years | 29.04 | 39.18 | 74% |
| Returns for 10 years | -20.62 | N/A | - |
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