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CLURX vs WCMFX
CLURX vs WCMFX Comparison
Open Charts CLURX vs WCMFX
Columbia Small Cap Value II Adv
Price$17.71
Change-$0.15 (-0.84%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
CLURX vs WCMFX Comparison Chart
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CLURX vs. WCMFX commentary
Nov 18, 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: 1.01B vs. WCMFX (76.5M). 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 : 27.91 vs. CLURX (12.06). WCMFX return over 5 years is better than : 38.01 vs. CLURX (18.35).
| 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 | 2.722 | 15.781 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 76.5M | 1,315% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 12.06 | 27.91 | 43% |
| Returns for 3 years | -21.15 | 10.80 | -196% |
| Returns for 5 years | 18.35 | 38.01 | 48% |
| Returns for 10 years | -1.84 | N/A | - |
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