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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$43.19
Change+$0.47 (+1.10%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.99
Change+$0.07 (+0.59%)
VolumeN/A
CapitalizationN/A
CSVRX vs WCMJX Comparison Chart
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CSVRX vs. WCMJX commentary
Dec 25, 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 CSVRX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.55B vs. WCMJX (67M). CSVRX pays higher dividends than WCMJX: CSVRX (0.31) vs WCMJX (0.00). CSVRX was incepted earlier than WCMJX: CSVRX (14 years) vs WCMJX (5 years). CSVRX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (22.00). 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 : 2.23 vs. WCMJX (-1.32). CSVRX return over 5 years is better than : 19.19 vs. WCMJX (12.67).
| CSVRX | WCMJX | CSVRX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.993 | -1.325 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 67M | 2,313% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 2.23 | -1.32 | -169% |
| Returns for 3 years | -1.00 | 4.20 | -24% |
| Returns for 5 years | 19.19 | 12.67 | 152% |
| Returns for 10 years | 2.16 | N/A | - |
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