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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Sm Cp Val and Inflection Inst
Price$14.78
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets895.63M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
NSVAX vs WCMJX Comparison Chart in %
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NSVAX vs. WCMJX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 896M vs. WCMJX (61.8M). 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 : -4.36 vs. WCMJX (-12.55). WCMJX return over 5 years is better than : 32.62 vs. NSVAX (19.93).
| 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 | 2.782 | -0.594 | -468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 61.8M | 1,450% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | -4.36 | -12.55 | 35% |
| Returns for 3 years | -3.54 | 19.49 | -18% |
| Returns for 5 years | 19.93 | 32.62 | 61% |
| Returns for 10 years | -8.01 | N/A | - |
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