Ad is loading...
CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$39.17
Change+$0.96 (+2.51%)
VolumeN/A
Net Assets1.48B
WCM SMID Quality Val Fd Investor
Price$10.73
Change+$0.17 (+1.61%)
VolumeN/A
Net Assets61.52M
CSVRX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSVRX vs. WCMJX commentary
May 05, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.48B vs. WCMJX (61.5M). CSVRX pays higher dividends than WCMJX: CSVRX (0.36) vs WCMJX (0.00). CSVRX was incepted earlier than WCMJX: CSVRX (15 years) vs WCMJX (6 years). WCMJX (1.52) and CSVRX (1.50) have similar cost to investors . CSVRX is a more actively managed with annual turnover of: 79.00 vs. WCMJX (15.00). CSVRX has a lower initial minimum investment than WCMJX: CSVRX (0) vs WCMJX (1000). CSVRX annual gain was more profitable for investors over the last year : -6.62 vs. WCMJX (-15.38). CSVRX return over 5 years is better than : 53.33 vs. WCMJX (42.12).
| CSVRX | WCMJX | CSVRX / WCMJX | |
| Total Expense Ratio | 1.45 | 1.10 | 132% |
| Annual Report Gross Expense Ratio | 1.50 | 1.52 | 99% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -9.076 | -8.913 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 61.5M | 2,403% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | -6.62 | -15.38 | 43% |
| Returns for 3 years | -4.87 | 3.57 | -136% |
| Returns for 5 years | 53.33 | 42.12 | 127% |
| Returns for 10 years | -7.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...