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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Sm Cp Val and Inflection Inst
Price$14.64
Change+$0.24 (+1.67%)
VolumeN/A
Net Assets828.74M
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
NSVAX vs WCMJX Comparison Chart in %
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NSVAX vs. WCMJX commentary
Oct 22, 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 Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 829M vs. WCMJX (21.8M). NSVAX pays higher dividends than WCMJX: NSVAX (1.28) 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 : -12.42 vs. WCMJX (-20.71). WCMJX return over 5 years is better than : 23.88 vs. NSVAX (12.91).
| 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 | 0.139 | -5.772 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 21.8M | 3,803% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -12.42 | -20.71 | 60% |
| Returns for 3 years | -3.67 | 17.09 | -21% |
| Returns for 5 years | 12.91 | 23.88 | 54% |
| Returns for 10 years | -13.25 | N/A | - |