Interact to see
Advertisement
Advertisement
NDVVX vs WCMFX
NDVVX vs WCMFX Comparison
Open Charts NDVVX vs WCMFX
MFS New Discovery Value R6
Price$18.23
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets2.69B
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
NDVVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVVX vs. WCMFX commentary
Dec 04, 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 NDVVX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.69B vs. WCMFX (2.65M). NDVVX pays higher dividends than WCMFX: NDVVX (1.59) vs WCMFX (0.00). NDVVX was incepted earlier than WCMFX: NDVVX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVVX (0.87). NDVVX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVVX has a lower initial minimum investment than WCMFX: NDVVX (0) vs WCMFX (100000). NDVVX annual gain was more profitable for investors over the last year : -12.19 vs. WCMFX (-76.13). NDVVX return over 5 years is better than : 17.40 vs. WCMFX (-64.64).
| NDVVX | WCMFX | NDVVX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 1.45 | 60% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.943 | -70.451 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 2.65M | 101,664% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | -12.19 | -76.13 | 16% |
| Returns for 3 years | 0.47 | -66.82 | -1% |
| Returns for 5 years | 17.40 | -64.64 | -27% |
| Returns for 10 years | 50.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement