Interact to see
Advertisement
Advertisement
NSVAX vs WCMJX
NSVAX vs WCMJX Comparison
Open Charts NSVAX vs WCMJX
Columbia Sm Cp Val and Inflection Inst
Price$14.31
Change-$0.27 (-1.85%)
VolumeN/A
Net Assets810.02M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
NSVAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NSVAX 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 NSVAX is a StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
NSVAX has more cash in the bank: 810M vs. WCMJX (7.41M). NSVAX pays higher dividends than WCMJX: NSVAX (1.30) vs WCMJX (0.00). NSVAX was incepted earlier than WCMJX: NSVAX (24 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 : -15.39 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. NSVAX (3.88).
| NSVAX | WCMJX | NSVAX / WCMJX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.70 | 65% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 1.391 | -8.149 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 7.41M | 10,939% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -15.39 | -25.22 | 61% |
| Returns for 3 years | -10.77 | 4.14 | -260% |
| Returns for 5 years | 3.88 | 13.30 | 29% |
| Returns for 10 years | -10.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement