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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$21.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets371.93M
WCM SMID Quality Val Fd Institutional
Price$11.34
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets60.8M
SSVIX vs WCMFX Comparison Chart
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SSVIX vs. WCMFX commentary
Jun 14, 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: 372M vs. WCMFX (60.8M). SSVIX pays higher dividends than WCMFX: SSVIX (0.73) 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). WCMFX is a more actively managed with annual turnover of: 15.00 vs. SSVIX (7.00). 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 : -9.59 vs. WCMFX (-15.59). WCMFX return over 5 years is better than : 37.21 vs. SSVIX (32.40).
| 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 | -4.869 | -5.509 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 60.8M | 612% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -9.59 | -15.59 | 62% |
| Returns for 3 years | 2.09 | 14.46 | 14% |
| Returns for 5 years | 32.40 | 37.21 | 87% |
| Returns for 10 years | -8.92 | N/A | - |
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