New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ) vs WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
Over the past year, NMFCZ lagged WTAI — 8.64% vs 57.02% annualized total return (price plus dividends).
A side-by-side comparison of New Mountain Finance Corporation 8.250% Notes due 2028 and WisdomTree Artificial Intelligence and Innovation Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
Total return — NMFCZ vs WTAI
growth of $100 · dividends reinvested · last 3yMetrics side by side
Did NMFCZ beat WTAI?
Over the past year, NMFCZ lagged WTAI — 8.64% vs 57.02% annualized total return (price plus dividends).
Total return (annualized)
| Metric | NMFCZ | WTAI |
|---|---|---|
| Total return (1Y) | 8.64% | 57.02% |
| Total return CAGR (3Y) | N/A | 39.62% |
WTAI is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has NMFCZ beaten WTAI?
- Over the past year, NMFCZ lagged WTAI — 8.64% vs 57.02% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.