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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$55.28
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets1.77B
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
CUURX vs WCMFX Comparison Chart in %
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CUURX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.77B vs. WCMFX (5.92M). CUURX pays higher dividends than WCMFX: CUURX (1.00) 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 (0.89). 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 : 0.78 vs. WCMFX (-76.28). CUURX return over 5 years is better than : 34.87 vs. WCMFX (-65.29).
| CUURX | WCMFX | CUURX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 1.45 | 61% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 3.568 | -71.870 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 5.92M | 29,845% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 0.78 | -76.28 | -1% |
| Returns for 3 years | 21.00 | -67.31 | -31% |
| Returns for 5 years | 34.87 | -65.29 | -53% |
| Returns for 10 years | 39.27 | N/A | - |
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