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NDVUX vs WCMJX
NDVUX vs WCMJX Comparison
Open Charts NDVUX vs WCMJX
MFS New Discovery Value R4
Price$17.96
Change+$0.30 (+1.70%)
VolumeN/A
Net Assets2.7B
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
NDVUX vs WCMJX Comparison Chart in %
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NDVUX vs. WCMJX commentary
Oct 21, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NDVUX has more cash in the bank: 2.7B vs. WCMJX (21.8M). NDVUX pays higher dividends than WCMJX: NDVUX (1.50) vs WCMJX (0.00). NDVUX was incepted earlier than WCMJX: NDVUX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NDVUX (0.97). NDVUX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (15.00). NDVUX has a lower initial minimum investment than WCMJX: NDVUX (0) vs WCMJX (1000). NDVUX annual gain was more profitable for investors over the last year : -9.32 vs. WCMJX (-21.05). NDVUX return over 5 years is better than : 34.94 vs. WCMJX (21.44).
| NDVUX | WCMJX | NDVUX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 0.97 | 1.70 | 57% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.105 | -5.772 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 21.8M | 12,381% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | -9.32 | -21.05 | 44% |
| Returns for 3 years | 9.69 | 15.26 | 63% |
| Returns for 5 years | 34.94 | 21.44 | 163% |
| Returns for 10 years | 49.90 | N/A | - |
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