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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Small Cap Value II Inst
Price$13.10
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets838.68M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets61.25M
NSVAX vs WCMJX Comparison Chart in %
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NSVAX vs. WCMJX commentary
Jun 26, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 839M vs. WCMJX (61.2M). NSVAX pays higher dividends than WCMJX: NSVAX (1.87) 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 : -9.43 vs. WCMJX (-14.08). WCMJX return over 5 years is better than : 40.55 vs. NSVAX (22.07).
| 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 | -8.136 | -4.669 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 61.2M | 1,371% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | -9.43 | -14.08 | 67% |
| Returns for 3 years | -13.46 | 10.64 | -127% |
| Returns for 5 years | 22.07 | 40.55 | 54% |
| Returns for 10 years | -24.48 | N/A | - |
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