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NDVUX vs WCMFX
NDVUX vs WCMFX Comparison
Open Charts NDVUX vs WCMFX
MFS New Discovery Value R4
Price$17.48
Change-$0.29 (-1.63%)
VolumeN/A
Net Assets2.66B
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
NDVUX vs WCMFX Comparison Chart in %
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NDVUX vs. WCMFX commentary
Nov 14, 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 NDVUX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NDVUX has more cash in the bank: 2.66B vs. WCMFX (7.41M). NDVUX pays higher dividends than WCMFX: NDVUX (1.53) vs WCMFX (0.00). NDVUX was incepted earlier than WCMFX: NDVUX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVUX (0.97). NDVUX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVUX has a lower initial minimum investment than WCMFX: NDVUX (0) vs WCMFX (100000). NDVUX annual gain was more profitable for investors over the last year : -11.71 vs. WCMFX (-24.81). NDVUX return over 5 years is better than : 24.27 vs. WCMFX (15.14).
| NDVUX | WCMFX | NDVUX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 1.45 | 67% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.502 | -7.930 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 7.41M | 35,949% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -11.71 | -24.81 | 47% |
| Returns for 3 years | 1.76 | 5.15 | 34% |
| Returns for 5 years | 24.27 | 15.14 | 160% |
| Returns for 10 years | 54.20 | N/A | - |
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