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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$46.62
Change+$0.93 (+2.04%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change+$0.15 (+1.05%)
VolumeN/A
CapitalizationN/A
CSVRX vs WCMJX Comparison Chart
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CSVRX vs. WCMJX commentary
Nov 23, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.63B vs. WCMJX (77.5M). 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). WCMJX annual gain was more profitable for investors over the last year : 29.01 vs. CSVRX (15.53). WCMJX return over 5 years is better than : 40.25 vs. CSVRX (33.51).
| 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 | 7.556 | 18.543 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 77.5M | 2,097% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 15.53 | 29.01 | 54% |
| Returns for 3 years | -7.55 | 14.84 | -51% |
| Returns for 5 years | 33.51 | 40.25 | 83% |
| Returns for 10 years | -5.98 | N/A | - |
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