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SSCVX vs WCMJX
SSCVX vs WCMJX Comparison
Open Charts SSCVX vs WCMJX
Columbia Select Small Cap Value A
Price$14.99
Change+$1.27 (+9.26%)
VolumeN/A
Net Assets343.79M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
SSCVX vs WCMJX Comparison Chart
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SSCVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSCVX has more cash in the bank: 344M vs. WCMJX (60.3M). SSCVX pays higher dividends than WCMJX: SSCVX (0.57) vs WCMJX (0.00). SSCVX was incepted earlier than WCMJX: SSCVX (28 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than SSCVX (1.30). WCMJX is a more actively managed with annual turnover of: 22.00 vs. SSCVX (7.00). WCMJX has a lower initial minimum investment than SSCVX: WCMJX (1000) vs SSCVX (2000). WCMJX annual gain was more profitable for investors over the last year : -26.54 vs. SSCVX (-28.67). WCMJX return over 5 years is better than : 31.85 vs. SSCVX (14.83).
| SSCVX | WCMJX | SSCVX / WCMJX | |
| Total Expense Ratio | 1.22 | 1.10 | 111% |
| Annual Report Gross Expense Ratio | 1.30 | 1.52 | 86% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -21.689 | -17.063 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -26.54 | 108% |
| Returns for 3 years | -30.91 | -7.66 | 404% |
| Returns for 5 years | 14.83 | 31.85 | 47% |
| Returns for 10 years | -34.94 | N/A | - |
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