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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value Discv R
Price$45.40
Change-$0.40 (-0.87%)
VolumeN/A
Net Assets1.83B
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets59.32M
CSVRX vs WCMJX Comparison Chart in %
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CSVRX vs. WCMJX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.83B vs. WCMJX (59.3M). CSVRX pays higher dividends than WCMJX: CSVRX (0.65) 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: 72.00 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 : 8.82 vs. WCMJX (-17.65). CSVRX return over 5 years is better than : 61.53 vs. WCMJX (36.96).
| 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 | 6.716 | -3.735 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 59.3M | 3,086% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 8.82 | -17.65 | -50% |
| Returns for 3 years | 37.52 | 22.20 | 169% |
| Returns for 5 years | 61.53 | 36.96 | 166% |
| Returns for 10 years | 20.47 | N/A | - |
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