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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$42.86
Change-$1.07 (-2.44%)
VolumeN/A
Net Assets1.67B
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
CSVRX vs WCMJX Comparison Chart
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CSVRX vs. WCMJX commentary
Feb 23, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.67B vs. WCMJX (66.5M). 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). CSVRX annual gain was more profitable for investors over the last year : 3.68 vs. WCMJX (-6.43). CSVRX return over 5 years is better than : 23.87 vs. WCMJX (9.18).
| 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 | -0.511 | -1.104 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 66.5M | 2,514% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 3.68 | -6.43 | -57% |
| Returns for 3 years | 2.10 | 8.68 | 24% |
| Returns for 5 years | 23.87 | 9.18 | 260% |
| Returns for 10 years | 0.65 | N/A | - |
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