Interact to see
Advertisement
Advertisement
ICVPX vs WCMJX
ICVPX vs WCMJX Comparison
Open Charts ICVPX vs WCMJX
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 Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
ICVPX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ICVPX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ICVPX has more cash in the bank: 100M vs. WCMJX (59.9M). ICVPX pays higher dividends than WCMJX: ICVPX (1.72) vs WCMJX (0.00). ICVPX was incepted earlier than WCMJX: ICVPX (16 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). WCMJX annual gain was more profitable for investors over the last year : -15.93 vs. ICVPX (-19.71). WCMJX return over 5 years is better than : 23.52 vs. ICVPX (0.36).
| ICVPX | WCMJX | ICVPX / WCMJX | |
| Total Expense Ratio | 1.32 | 1.15 | 115% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -24.891 | -4.584 | 543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.93 | 124% |
| Returns for 3 years | -22.98 | 7.15 | -321% |
| Returns for 5 years | 0.36 | 23.52 | 2% |
| Returns for 10 years | -25.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement