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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$10.65
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets655.27M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. NOSGX (655M). NOSGX pays higher dividends than WCMJX: NOSGX (1.84) 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). NOSGX annual gain was more profitable for investors over the last year : -17.35 vs. WCMJX (-70.33). NOSGX return over 5 years is better than : -46.57 vs. WCMJX (-67.79).
| 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 | 5.970 | 5.988 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -70.33 | 25% |
| Returns for 3 years | -41.88 | -66.76 | 63% |
| Returns for 5 years | -46.57 | -67.79 | 69% |
| Returns for 10 years | -32.24 | N/A | - |
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