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CSVRX vs WCMFX
CSVRX vs WCMFX Comparison
Open Charts CSVRX vs WCMFX
Columbia Small Cap Value Discv R
Price$45.40
Change-$0.40 (-0.87%)
VolumeN/A
Net Assets1.83B
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
CSVRX vs WCMFX Comparison Chart in %
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CSVRX vs. WCMFX commentary
Sep 26, 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 CSVRX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.83B vs. WCMFX (59.3M). CSVRX pays higher dividends than WCMFX: CSVRX (0.65) vs WCMFX (0.00). CSVRX was incepted earlier than WCMFX: CSVRX (15 years) vs WCMFX (6 years). CSVRX (1.50) and WCMFX (1.45) have similar cost to investors . CSVRX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). CSVRX has a lower initial minimum investment than WCMFX: CSVRX (0) vs WCMFX (100000). CSVRX annual gain was more profitable for investors over the last year : 8.82 vs. WCMFX (-17.25). CSVRX return over 5 years is better than : 61.53 vs. WCMFX (39.11).
| CSVRX | WCMFX | CSVRX / WCMFX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.50 | 1.45 | 103% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.716 | -3.506 | -192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 59.3M | 3,086% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 8.82 | -17.25 | -51% |
| Returns for 3 years | 37.52 | 23.37 | 161% |
| Returns for 5 years | 61.53 | 39.11 | 157% |
| Returns for 10 years | 20.47 | N/A | - |
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