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SSCVX vs WCMFX
SSCVX vs WCMFX Comparison
Open Charts SSCVX vs WCMFX
Columbia Select Small Cap Value A
Price$14.99
Change+$1.27 (+9.26%)
VolumeN/A
Net Assets343.79M
WCM SMID Quality Val Fd Institutional
Price$10.35
Change-$0.37 (-3.45%)
VolumeN/A
Net Assets60.29M
SSCVX vs WCMFX Comparison Chart
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SSCVX vs. WCMFX commentary
Apr 11, 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 SSCVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSCVX has more cash in the bank: 344M vs. WCMFX (60.3M). SSCVX pays higher dividends than WCMFX: SSCVX (0.57) vs WCMFX (0.00). SSCVX was incepted earlier than WCMFX: SSCVX (28 years) vs WCMFX (5 years). SSCVX (1.30) and WCMFX (1.27) have similar cost to investors . WCMFX is a more actively managed with annual turnover of: 22.00 vs. SSCVX (7.00). SSCVX has a lower initial minimum investment than WCMFX: SSCVX (2000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -26.26 vs. SSCVX (-28.67). WCMFX return over 5 years is better than : 33.96 vs. SSCVX (14.83).
| SSCVX | WCMFX | SSCVX / WCMFX | |
| Total Expense Ratio | 1.22 | 0.85 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.27 | 102% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -21.689 | -17.028 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 60.3M | 570% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -28.67 | -26.26 | 109% |
| Returns for 3 years | -30.91 | -6.84 | 452% |
| Returns for 5 years | 14.83 | 33.96 | 44% |
| Returns for 10 years | -34.94 | N/A | - |
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