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CSVYX vs WCMFX
CSVYX vs WCMFX Comparison
Open Charts CSVYX vs WCMFX
Columbia Small Cap Value Discv Inst 3
Price$54.91
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets1.79B
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
CSVYX vs WCMFX Comparison Chart in %
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CSVYX vs. WCMFX commentary
Sep 16, 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 CSVYX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVYX has more cash in the bank: 1.79B vs. WCMFX (60.8M). CSVYX pays higher dividends than WCMFX: CSVYX (1.09) vs WCMFX (0.00). CSVYX was incepted earlier than WCMFX: CSVYX (16 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CSVYX (0.86). CSVYX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than CSVYX: WCMFX (100000) vs CSVYX (1000000). CSVYX annual gain was more profitable for investors over the last year : 10.04 vs. WCMFX (-14.64). CSVYX return over 5 years is better than : 61.60 vs. WCMFX (36.34).
| CSVYX | WCMFX | CSVYX / WCMFX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 1.45 | 59% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 6.471 | -1.669 | -388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 60.8M | 2,944% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 10.04 | -14.64 | -69% |
| Returns for 3 years | 31.35 | 19.23 | 163% |
| Returns for 5 years | 61.60 | 36.34 | 170% |
| Returns for 10 years | 32.13 | N/A | - |
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