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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Small Cap Value II Inst
Price$14.88
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets949.41M
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
NSVAX vs WCMJX Comparison Chart
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NSVAX vs. WCMJX commentary
Jan 31, 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: 949M vs. WCMJX (68.7M). NSVAX pays higher dividends than WCMJX: NSVAX (1.46) vs WCMJX (0.00). NSVAX was incepted earlier than WCMJX: NSVAX (23 years) vs WCMJX (5 years). NSVAX is a more actively managed with annual turnover of: 67.00 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 : 3.22 vs. NSVAX (-5.73). WCMJX return over 5 years is better than : 18.14 vs. NSVAX (6.67).
| NSVAX | WCMJX | NSVAX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 3.477 | 3.396 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 68.7M | 1,381% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | -5.73 | 3.22 | -178% |
| Returns for 3 years | -15.81 | 13.09 | -121% |
| Returns for 5 years | 6.67 | 18.14 | 37% |
| Returns for 10 years | -9.32 | N/A | - |
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