Ad is loading...
SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$22.38
Change+$0.16 (+0.72%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.19
Change+$0.07 (+0.58%)
VolumeN/A
CapitalizationN/A
SSVIX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSVIX vs. WCMFX commentary
Dec 26, 2024
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: 420M vs. WCMFX (67M). 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). WCMFX annual gain was more profitable for investors over the last year : -0.25 vs. SSVIX (-1.03). WCMFX return over 5 years is better than : 15.55 vs. SSVIX (13.43).
| 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 | -0.773 | -0.327 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 67M | 627% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -1.03 | -0.25 | 421% |
| Returns for 3 years | -10.65 | 5.82 | -183% |
| Returns for 5 years | 13.43 | 15.55 | 86% |
| Returns for 10 years | 3.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DUSLX | 39.26 | 0.32 | +0.82% |
| DFA US Large Cap Growth Instl | |||
| NGREX | 9.57 | 0.06 | +0.63% |
| Northern Global Real Estate Index | |||
| ASISX | 27.72 | 0.15 | +0.54% |
| Invesco EQV Asia Pacific Equity R6 | |||
| RIDBX | 24.19 | 0.12 | +0.50% |
| American Funds Income Fund of Amer R2 | |||
| GONIX | 14.13 | N/A | N/A |
| Gotham Neutral Institutional | |||