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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$57.48
Change-$0.81 (-1.39%)
VolumeN/A
Net Assets1.85B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
CUURX vs WCMFX Comparison Chart in %
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CUURX vs. WCMFX commentary
Oct 08, 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 CUURX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 23.7B vs. CUURX (1.85B). CUURX pays higher dividends than WCMFX: CUURX (0.99) vs WCMFX (0.00). CUURX was incepted earlier than WCMFX: CUURX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CUURX (0.91). CUURX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). CUURX has a lower initial minimum investment than WCMFX: CUURX (0) vs WCMFX (100000). CUURX annual gain was more profitable for investors over the last year : 11.46 vs. WCMFX (-16.70). CUURX return over 5 years is better than : 59.04 vs. WCMFX (27.00).
| CUURX | WCMFX | CUURX / WCMFX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.91 | 1.45 | 63% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 9.029 | -3.422 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 23.7B | 8% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 11.46 | -16.70 | -69% |
| Returns for 3 years | 40.88 | 21.92 | 187% |
| Returns for 5 years | 59.04 | 27.00 | 219% |
| Returns for 10 years | 31.90 | N/A | - |
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