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ICVPX vs WCMFX
ICVPX vs WCMFX Comparison
Open Charts ICVPX vs WCMFX
VY® Columbia Small Cap Value II S2
Price$12.97
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets62.25M
WCM SMID Quality Val Fd Institutional
Price$11.51
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets18.76M
ICVPX vs WCMFX Comparison Chart in %
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ICVPX vs. WCMFX commentary
Oct 27, 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 ICVPX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ICVPX has more cash in the bank: 62.2M vs. WCMFX (18.8M). ICVPX pays higher dividends than WCMFX: ICVPX (1.68) vs WCMFX (0.00). ICVPX was incepted earlier than WCMFX: ICVPX (17 years) vs WCMFX (6 years). WCMFX (1.45) and ICVPX (1.39) have similar cost to investors . ICVPX is a more actively managed with annual turnover of: 81.00 vs. WCMFX (15.00). ICVPX has a lower initial minimum investment than WCMFX: ICVPX (0) vs WCMFX (100000). ICVPX (-17.25) and WCMFX (-18.02) have marching annual gain over last year. WCMFX return over 5 years is better than : 26.34 vs. ICVPX (5.24).
| ICVPX | WCMFX | ICVPX / WCMFX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -17.304 | -3.923 | 441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 18.8M | 331% |
| Annual Yield % from dividends | 1.68 | 0.00 | - |
| Returns for 1 year | -17.25 | -18.02 | 96% |
| Returns for 3 years | -10.42 | 17.09 | -61% |
| Returns for 5 years | 5.24 | 26.34 | 20% |
| Returns for 10 years | -14.66 | N/A | - |
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