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CSVYX vs WCMJX
CSVYX vs WCMJX Comparison
Open Charts CSVYX vs WCMJX
Columbia Small Cap Value Discv Inst 3
Price$54.97
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets1.82B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
CSVYX vs WCMJX Comparison Chart in %
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CSVYX vs. WCMJX commentary
Oct 19, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
CSVYX has more cash in the bank: 1.82B vs. WCMJX (21.8M). CSVYX pays higher dividends than WCMJX: CSVYX (1.07) vs WCMJX (0.00). CSVYX was incepted earlier than WCMJX: CSVYX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CSVYX (0.84). CSVYX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than CSVYX: WCMJX (1000) vs CSVYX (1000000). CSVYX annual gain was more profitable for investors over the last year : 5.20 vs. WCMJX (-21.05). CSVYX return over 5 years is better than : 56.21 vs. WCMJX (21.44).
| CSVYX | WCMJX | CSVYX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.70 | 49% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 6.646 | -5.772 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 21.8M | 8,330% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 5.20 | -21.05 | -25% |
| Returns for 3 years | 32.40 | 15.26 | 212% |
| Returns for 5 years | 56.21 | 21.44 | 262% |
| Returns for 10 years | 26.57 | N/A | - |
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