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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$40.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.52B
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
CSVRX vs WCMJX Comparison Chart
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CSVRX vs. WCMJX commentary
Jun 06, 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: 1.52B vs. WCMJX (61M). CSVRX pays higher dividends than WCMJX: CSVRX (0.34) vs WCMJX (0.00). CSVRX was incepted earlier than WCMJX: CSVRX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CSVRX (1.50). 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 : -4.93 vs. WCMJX (-15.18). CSVRX return over 5 years is better than : 30.70 vs. WCMJX (21.81).
| CSVRX | WCMJX | CSVRX / WCMJX | |
| Total Expense Ratio | 1.45 | 1.15 | 126% |
| Annual Report Gross Expense Ratio | 1.50 | 1.70 | 88% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -5.409 | -6.112 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 61M | 2,493% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -4.93 | -15.18 | 32% |
| Returns for 3 years | -2.53 | 4.34 | -58% |
| Returns for 5 years | 30.70 | 21.81 | 141% |
| Returns for 10 years | -5.23 | N/A | - |
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