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ICVPX vs WCMJX
ICVPX vs WCMJX Comparison
Open Charts ICVPX vs WCMJX
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 Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets18.76M
ICVPX vs WCMJX Comparison Chart in %
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ICVPX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ICVPX has more cash in the bank: 62.2M vs. WCMJX (18.8M). ICVPX pays higher dividends than WCMJX: ICVPX (1.68) vs WCMJX (0.00). ICVPX was incepted earlier than WCMJX: ICVPX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ICVPX (1.39). ICVPX is a more actively managed with annual turnover of: 81.00 vs. WCMJX (15.00). ICVPX has a lower initial minimum investment than WCMJX: ICVPX (0) vs WCMJX (1000). ICVPX annual gain was more profitable for investors over the last year : -17.25 vs. WCMJX (-18.48). WCMJX return over 5 years is better than : 24.34 vs. ICVPX (5.24).
| ICVPX | WCMJX | ICVPX / WCMJX | |
| Total Expense Ratio | 1.32 | 1.15 | 115% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -17.304 | -4.160 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -18.48 | 93% |
| Returns for 3 years | -10.42 | 15.91 | -65% |
| Returns for 5 years | 5.24 | 24.34 | 22% |
| Returns for 10 years | -14.66 | N/A | - |
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