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NSVAX vs WCMFX
NSVAX vs WCMFX Comparison
Open Charts NSVAX vs WCMFX
Columbia Sm Cp Val and Inflection Inst
Price$14.40
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets829.02M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
NSVAX vs WCMFX Comparison Chart in %
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NSVAX vs. WCMFX 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 NSVAX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 829M vs. WCMFX (21.8M). NSVAX pays higher dividends than WCMFX: NSVAX (1.28) vs WCMFX (0.00). NSVAX was incepted earlier than WCMFX: NSVAX (23 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). NSVAX has a lower initial minimum investment than WCMFX: NSVAX (2000) vs WCMFX (100000). NSVAX annual gain was more profitable for investors over the last year : -12.73 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. NSVAX (11.82).
| NSVAX | WCMFX | NSVAX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 1.45 | 77% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.139 | -5.509 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 21.8M | 3,803% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -12.73 | -20.62 | 62% |
| Returns for 3 years | -5.19 | 16.46 | -32% |
| Returns for 5 years | 11.82 | 23.45 | 50% |
| Returns for 10 years | -12.80 | N/A | - |
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