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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Sm Cp Val and Inflection Inst
Price$14.66
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets852.06M
WCM SMID Quality Val Fd Investor
Price$11.24
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets50.17M
NSVAX vs WCMJX Comparison Chart in %
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NSVAX vs. WCMJX commentary
Oct 01, 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 Hold.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 852M vs. WCMJX (50.2M). NSVAX pays higher dividends than WCMJX: NSVAX (1.29) vs WCMJX (0.00). NSVAX was incepted earlier than WCMJX: NSVAX (23 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 70.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than NSVAX: WCMJX (1000) vs NSVAX (2000). NSVAX annual gain was more profitable for investors over the last year : -8.58 vs. WCMJX (-19.30). WCMJX return over 5 years is better than : 33.29 vs. NSVAX (23.07).
| NSVAX | WCMJX | NSVAX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.70 | 65% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 1.947 | -4.499 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 852M | 50.2M | 1,697% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | -8.58 | -19.30 | 44% |
| Returns for 3 years | 3.04 | 22.02 | 14% |
| Returns for 5 years | 23.07 | 33.29 | 69% |
| Returns for 10 years | -6.88 | N/A | - |