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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value I R
Price$42.80
Change+$0.25 (+0.59%)
VolumeN/A
Net Assets1.64B
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets61.29M
CSVRX vs WCMJX Comparison Chart in %
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CSVRX vs. WCMJX commentary
Jul 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.64B vs. WCMJX (61.3M). CSVRX pays higher dividends than WCMJX: CSVRX (0.71) 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 : -0.33 vs. WCMJX (-15.08). CSVRX return over 5 years is better than : 48.67 vs. WCMJX (32.07).
| 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 | -0.857 | -2.462 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 61.3M | 2,669% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -0.33 | -15.08 | 2% |
| Returns for 3 years | 17.42 | 11.77 | 148% |
| Returns for 5 years | 48.67 | 32.07 | 152% |
| Returns for 10 years | 3.27 | N/A | - |
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