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NDVUX vs WCMFX
NDVUX vs WCMFX Comparison
Open Charts NDVUX vs WCMFX
MFS New Discovery Value R4
Price$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets2.75B
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
NDVUX vs WCMFX Comparison Chart in %
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NDVUX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. NDVUX (2.75B). NDVUX pays higher dividends than WCMFX: NDVUX (1.28) vs WCMFX (0.00). NDVUX was incepted earlier than WCMFX: NDVUX (15 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 : -1.34 vs. WCMFX (-69.00). NDVUX return over 5 years is better than : 6.69 vs. WCMFX (-65.91).
| NDVUX | WCMFX | NDVUX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.97 | 1.45 | 67% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.579 | 5.915 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 22.5B | 12% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -1.34 | -69.00 | 2% |
| Returns for 3 years | 2.53 | -65.02 | -4% |
| Returns for 5 years | 6.69 | -65.91 | -10% |
| Returns for 10 years | 78.21 | N/A | - |
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