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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$22.87
Change+$0.18 (+0.79%)
VolumeN/A
Net Assets424.06M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
SSVIX vs WCMFX Comparison Chart
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SSVIX vs. WCMFX commentary
Jan 31, 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: 424M vs. WCMFX (68.7M). 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 : 4.86 vs. WCMFX (3.68). WCMFX return over 5 years is better than : 20.06 vs. SSVIX (17.71).
| 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 | 3.111 | 3.422 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 68.7M | 617% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 4.86 | 3.68 | 132% |
| Returns for 3 years | -5.60 | 14.19 | -39% |
| Returns for 5 years | 17.71 | 20.06 | 88% |
| Returns for 10 years | 9.61 | N/A | - |
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