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CUURX vs WCMJX
CUURX vs WCMJX Comparison
Open Charts CUURX vs WCMJX
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 Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
CUURX vs WCMJX Comparison Chart in %
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CUURX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.79B vs. WCMJX (60.7M). CUURX pays higher dividends than WCMJX: CUURX (1.01) vs WCMJX (0.00). CUURX was incepted earlier than WCMJX: CUURX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CUURX (0.91). CUURX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). CUURX has a lower initial minimum investment than WCMJX: CUURX (0) vs WCMJX (1000). CUURX annual gain was more profitable for investors over the last year : 10.15 vs. WCMJX (-15.65). CUURX return over 5 years is better than : 62.81 vs. WCMJX (34.23).
| CUURX | WCMJX | CUURX / WCMJX | |
| Total Expense Ratio | 0.87 | 1.15 | 76% |
| Annual Report Gross Expense Ratio | 0.91 | 1.70 | 54% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 6.523 | -2.122 | -307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.65 | -65% |
| Returns for 3 years | 31.80 | 17.77 | 179% |
| Returns for 5 years | 62.81 | 34.23 | 184% |
| Returns for 10 years | 34.20 | N/A | - |
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