Ad is loading...
SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$20.83
Change+$0.22 (+1.07%)
VolumeN/A
Net Assets379M
WCM SMID Quality Val Fd Institutional
Price$11.47
Change+$0.15 (+1.33%)
VolumeN/A
Net Assets61.81M
SSVIX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSVIX vs. WCMFX commentary
Mar 06, 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 SSVIX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 379M vs. WCMFX (61.8M). SSVIX pays higher dividends than WCMFX: SSVIX (0.80) vs WCMFX (0.00). SSVIX was incepted earlier than WCMFX: SSVIX (23 years) vs WCMFX (5 years). WCMFX is a more actively managed with annual turnover of: 22.00 vs. SSVIX (11.00). SSVIX has a lower initial minimum investment than WCMFX: SSVIX (0) vs WCMFX (100000). SSVIX annual gain was more profitable for investors over the last year : -8.45 vs. WCMFX (-12.79). WCMFX (26.06) and SSVIX (24.84) have equivalent 5 years return.
| SSVIX | WCMFX | SSVIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -6.087 | -5.509 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 61.8M | 613% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -8.45 | -12.79 | 66% |
| Returns for 3 years | -12.97 | 3.76 | -345% |
| Returns for 5 years | 24.84 | 26.06 | 95% |
| Returns for 10 years | -5.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...