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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$57.19
Change+$0.21 (+0.37%)
VolumeN/A
Net Assets1.79B
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
CUURX vs WCMFX Comparison Chart in %
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CUURX vs. WCMFX commentary
Sep 17, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.79B vs. WCMFX (60.7M). CUURX pays higher dividends than WCMFX: CUURX (1.01) 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 : 10.15 vs. WCMFX (-15.22). CUURX return over 5 years is better than : 62.81 vs. WCMFX (36.47).
| 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 | 6.523 | -1.920 | -340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 60.7M | 2,951% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | 10.15 | -15.22 | -67% |
| Returns for 3 years | 31.80 | 18.93 | 168% |
| Returns for 5 years | 62.81 | 36.47 | 172% |
| Returns for 10 years | 34.20 | N/A | - |
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