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NDVVX vs WCMFX
NDVVX vs WCMFX Comparison
Open Charts NDVVX vs WCMFX
MFS New Discovery Value R6
Price$17.53
Change-$0.28 (-1.57%)
VolumeN/A
Net Assets2.66B
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
NDVVX vs WCMFX Comparison Chart in %
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NDVVX 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 NDVVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.66B vs. WCMFX (7.41M). NDVVX pays higher dividends than WCMFX: NDVVX (1.63) 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 : -11.64 vs. WCMFX (-24.81). NDVVX return over 5 years is better than : 23.06 vs. WCMFX (15.14).
| 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 | -2.422 | -7.930 | 31% |
| 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 | 1.63 | 0.00 | - |
| Returns for 1 year | -11.64 | -24.81 | 47% |
| Returns for 3 years | 0.98 | 5.15 | 19% |
| Returns for 5 years | 23.06 | 15.14 | 152% |
| Returns for 10 years | 52.13 | N/A | - |
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