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NDVVX vs WCMFX
NDVVX vs WCMFX Comparison
Open Charts NDVVX vs WCMFX
MFS New Discovery Value R6
Price$17.70
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets2.7B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
NDVVX vs WCMFX Comparison Chart in %
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NDVVX vs. WCMFX commentary
Oct 19, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.7B vs. WCMFX (21.8M). NDVVX pays higher dividends than WCMFX: NDVVX (1.60) 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 : -9.26 vs. WCMFX (-20.62). NDVVX return over 5 years is better than : 33.60 vs. WCMFX (23.45).
| 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 | -3.025 | -5.509 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 21.8M | 12,381% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | -9.26 | -20.62 | 45% |
| Returns for 3 years | 8.83 | 16.46 | 54% |
| Returns for 5 years | 33.60 | 23.45 | 143% |
| Returns for 10 years | 47.88 | N/A | - |
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