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ICVPX vs WCMFX
ICVPX vs WCMFX Comparison
Open Charts ICVPX vs WCMFX
VY® Columbia Small Cap Value II S2
Price$12.73
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets106.19M
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
ICVPX vs WCMFX Comparison Chart in %
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ICVPX 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 ICVPX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ICVPX has more cash in the bank: 106M vs. WCMFX (60.7M). ICVPX pays higher dividends than WCMFX: ICVPX (1.69) 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). WCMFX annual gain was more profitable for investors over the last year : -15.22 vs. ICVPX (-16.48). WCMFX return over 5 years is better than : 36.47 vs. ICVPX (11.33).
| 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 | -18.515 | -1.920 | 964% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 60.7M | 175% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -16.48 | -15.22 | 108% |
| Returns for 3 years | -12.43 | 18.93 | -66% |
| Returns for 5 years | 11.33 | 36.47 | 31% |
| Returns for 10 years | -14.30 | N/A | - |
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