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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$13.89
Change-$0.22 (-1.56%)
VolumeN/A
Net Assets652.63M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX 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 NOSGX is a Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 653M vs. WCMJX (7.41M). NOSGX pays higher dividends than WCMJX: NOSGX (0.85) vs WCMJX (0.00). NOSGX was incepted earlier than WCMJX: NOSGX (32 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NOSGX (0.66). NOSGX is a more actively managed with annual turnover of: 26.80 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than NOSGX: WCMJX (1000) vs NOSGX (2500). WCMJX annual gain was more profitable for investors over the last year : -25.56 vs. NOSGX (-36.63). WCMJX return over 5 years is better than : 11.94 vs. NOSGX (-20.77).
| NOSGX | WCMJX | NOSGX / WCMJX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.66 | 1.70 | 39% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 6.764 | -9.253 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 7.41M | 8,818% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -36.63 | -25.56 | 143% |
| Returns for 3 years | -27.53 | 3.89 | -708% |
| Returns for 5 years | -20.77 | 11.94 | -174% |
| Returns for 10 years | -26.80 | N/A | - |
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