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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$23.40
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets386.26M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
SSVIX vs WCMFX Comparison Chart in %
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SSVIX vs. WCMFX commentary
Oct 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 SSVIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 386M vs. WCMFX (22M). SSVIX pays higher dividends than WCMFX: SSVIX (0.65) vs WCMFX (0.00). SSVIX was incepted earlier than WCMFX: SSVIX (24 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SSVIX (0.99). SSVIX is a more actively managed with annual turnover of: 20.00 vs. WCMFX (15.00). 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 : -5.89 vs. WCMFX (-16.70). SSVIX (27.83) and WCMFX (27.00) have equivalent 5 years return.
| SSVIX | WCMFX | SSVIX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 1.45 | 68% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 6.537 | -3.422 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 22M | 1,755% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -5.89 | -16.70 | 35% |
| Returns for 3 years | 14.82 | 21.92 | 68% |
| Returns for 5 years | 27.83 | 27.00 | 103% |
| Returns for 10 years | 10.93 | N/A | - |
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