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NOSGX vs WCMJX
NOSGX vs WCMJX Comparison
Open Charts NOSGX vs WCMJX
Northern Small Cap Value
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets661.49M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
NOSGX vs WCMJX Comparison Chart in %
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NOSGX vs. WCMJX commentary
Oct 19, 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 Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NOSGX has more cash in the bank: 661M vs. WCMJX (21.8M). NOSGX pays higher dividends than WCMJX: NOSGX (0.84) 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). WCMJX annual gain was more profitable for investors over the last year : -21.05 vs. NOSGX (-34.79). WCMJX return over 5 years is better than : 21.44 vs. NOSGX (-14.67).
| 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 | 6.380 | -5.772 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 21.8M | 3,032% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -34.79 | -21.05 | 165% |
| Returns for 3 years | -23.04 | 15.26 | -151% |
| Returns for 5 years | -14.67 | 21.44 | -68% |
| Returns for 10 years | -27.63 | N/A | - |
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