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ICVPX vs WCMFX
ICVPX vs WCMFX Comparison
Open Charts ICVPX vs WCMFX
VY® Columbia Small Cap Value II S2
Price$11.87
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets100.36M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.87M
ICVPX vs WCMFX Comparison Chart in %
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ICVPX vs. WCMFX commentary
Aug 10, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ICVPX has more cash in the bank: 100M vs. WCMFX (59.9M). ICVPX pays higher dividends than WCMFX: ICVPX (1.72) vs WCMFX (0.00). ICVPX was incepted earlier than WCMFX: ICVPX (16 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). WCMFX annual gain was more profitable for investors over the last year : -15.56 vs. ICVPX (-19.71). WCMFX return over 5 years is better than : 25.41 vs. ICVPX (0.36).
| ICVPX | WCMFX | ICVPX / WCMFX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -24.891 | -4.424 | 563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 59.9M | 167% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | -19.71 | -15.56 | 127% |
| Returns for 3 years | -22.98 | 8.22 | -279% |
| Returns for 5 years | 0.36 | 25.41 | 1% |
| Returns for 10 years | -25.21 | N/A | - |
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