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NDVVX vs WCMFX
NDVVX vs WCMFX Comparison
Open Charts NDVVX vs WCMFX
MFS New Discovery Value R6
Price$17.20
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.67B
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
NDVVX vs WCMFX Comparison Chart in %
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NDVVX vs. WCMFX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NDVVX has more cash in the bank: 2.67B vs. WCMFX (1.62M). 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 : -6.68 vs. WCMFX (-70.35). NDVVX return over 5 years is better than : 6.78 vs. WCMFX (-65.36).
| 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 | -5.764 | -69.783 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 1.62M | 165,223% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | -6.68 | -70.35 | 9% |
| Returns for 3 years | 4.76 | -63.51 | -8% |
| Returns for 5 years | 6.78 | -65.36 | -10% |
| Returns for 10 years | 50.04 | N/A | - |
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