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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$17.37
Change-$0.39 (-2.20%)
VolumeN/A
Net Assets321.72M
WCM SMID Quality Val Fd Institutional
Price$9.94
Change-$0.21 (-2.07%)
VolumeN/A
Net Assets57.07M
SSVIX vs WCMFX Comparison Chart
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SSVIX vs. WCMFX commentary
Apr 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 322M vs. WCMFX (57.1M). SSVIX pays higher dividends than WCMFX: SSVIX (0.74) vs WCMFX (0.00). SSVIX was incepted earlier than WCMFX: SSVIX (23 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than SSVIX (0.99). WCMFX is a more actively managed with annual turnover of: 22.00 vs. SSVIX (7.00). SSVIX has a lower initial minimum investment than WCMFX: SSVIX (0) vs WCMFX (100000). SSVIX (-24.26) and WCMFX (-24.59) have marching annual gain over last year. WCMFX return over 5 years is better than : 36.79 vs. SSVIX (27.57).
| SSVIX | WCMFX | SSVIX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.85 | 107% |
| Annual Report Gross Expense Ratio | 0.99 | 1.27 | 78% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -19.928 | -15.275 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 57.1M | 564% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -24.26 | -24.59 | 99% |
| Returns for 3 years | -25.07 | -4.87 | 514% |
| Returns for 5 years | 27.57 | 36.79 | 75% |
| Returns for 10 years | -23.31 | N/A | - |
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