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NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
NSVAX vs WCMJX Comparison Chart in %
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NSVAX 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 NSVAX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 829M vs. WCMJX (21.8M). NSVAX pays higher dividends than WCMJX: NSVAX (1.28) vs WCMJX (0.00). NSVAX was incepted earlier than WCMJX: NSVAX (23 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NSVAX (1.11). NSVAX is a more actively managed with annual turnover of: 70.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than NSVAX: WCMJX (1000) vs NSVAX (2000). NSVAX annual gain was more profitable for investors over the last year : -12.73 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. NSVAX (11.82).
| NSVAX | WCMJX | NSVAX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.70 | 65% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.139 | -5.772 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -21.05 | 60% |
| Returns for 3 years | -5.19 | 15.26 | -34% |
| Returns for 5 years | 11.82 | 21.44 | 55% |
| Returns for 10 years | -12.80 | N/A | - |
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