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CLURX vs WCMFX
CLURX vs WCMFX Comparison
Open Charts CLURX vs WCMFX
Columbia Small Cap Value II Adv
Price$16.83
Change-$0.19 (-1.12%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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CLURX vs WCMFX Comparison Chart
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CLURX vs. WCMFX commentary
Sep 21, 2024
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 CLURX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLURX has more cash in the bank: 1.03B vs. WCMFX (77.1M). CLURX pays higher dividends than WCMFX: CLURX (1.42) vs WCMFX (0.00). CLURX was incepted earlier than WCMFX: CLURX (12 years) vs WCMFX (5 years). CLURX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (22.00). CLURX has a lower initial minimum investment than WCMFX: CLURX (2000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. CLURX (7.29).
| CLURX | WCMFX | CLURX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -2.383 | 14.636 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 77.1M | 1,339% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 7.29 | 26.53 | 27% |
| Returns for 3 years | -11.95 | 24.40 | -49% |
| Returns for 5 years | 15.85 | N/A | - |
| Returns for 10 years | -3.36 | N/A | - |
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