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NOSGX vs WCMFX
NOSGX vs WCMFX Comparison
Open Charts NOSGX vs WCMFX
Northern Small Cap Value
Price$10.65
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets655.27M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
NOSGX vs WCMFX Comparison Chart in %
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NOSGX vs. WCMFX commentary
Jan 15, 2026
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 NOSGX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. NOSGX (655M). NOSGX pays higher dividends than WCMFX: NOSGX (1.84) vs WCMFX (0.00). NOSGX was incepted earlier than WCMFX: NOSGX (32 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NOSGX (0.66). NOSGX is a more actively managed with annual turnover of: 26.80 vs. WCMFX (15.00). NOSGX has a lower initial minimum investment than WCMFX: NOSGX (2500) vs WCMFX (100000). NOSGX annual gain was more profitable for investors over the last year : -17.35 vs. WCMFX (-69.00). NOSGX return over 5 years is better than : -46.57 vs. WCMFX (-65.91).
| NOSGX | WCMFX | NOSGX / WCMFX | |
| Total Expense Ratio | 0.51 | 0.90 | 57% |
| Annual Report Gross Expense Ratio | 0.66 | 1.45 | 46% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 5.970 | 5.915 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 22.5B | 3% |
| Annual Yield % from dividends | 1.84 | 0.00 | - |
| Returns for 1 year | -17.35 | -69.00 | 25% |
| Returns for 3 years | -41.88 | -65.02 | 64% |
| Returns for 5 years | -46.57 | -65.91 | 71% |
| Returns for 10 years | -32.24 | N/A | - |
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