Ad is loading...
SSCVX vs WCMFX
SSCVX vs WCMFX Comparison
Open Charts SSCVX vs WCMFX
Columbia Select Small Cap Value A
Price$16.01
Change+$0.26 (+1.65%)
VolumeN/A
Net Assets356.84M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
SSCVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSCVX vs. WCMFX commentary
May 09, 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: 357M vs. WCMFX (60.6M). SSCVX pays higher dividends than WCMFX: SSCVX (0.60) vs WCMFX (0.00). SSCVX was incepted earlier than WCMFX: SSCVX (28 years) vs WCMFX (6 years). SSCVX (1.30) and WCMFX (1.27) have similar cost to investors . WCMFX is a more actively managed with annual turnover of: 15.00 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 : -16.86 vs. SSCVX (-18.53). WCMFX return over 5 years is better than : 39.39 vs. SSCVX (24.28).
| 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 | 6 years | - |
| Gain YTD | -10.103 | -9.015 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 60.6M | 589% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | -18.53 | -16.86 | 110% |
| Returns for 3 years | -12.39 | 8.13 | -152% |
| Returns for 5 years | 24.28 | 39.39 | 62% |
| Returns for 10 years | -23.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers