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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$20.29
Change+$0.34 (+1.70%)
VolumeN/A
Net Assets356.84M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
SSVIX vs WCMFX Comparison Chart
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SSVIX vs. WCMFX commentary
May 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: 357M vs. WCMFX (60.6M). SSVIX pays higher dividends than WCMFX: SSVIX (0.77) vs WCMFX (0.00). SSVIX was incepted earlier than WCMFX: SSVIX (23 years) vs WCMFX (6 years). WCMFX (1.27) 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 : -15.53 vs. WCMFX (-16.86). WCMFX return over 5 years is better than : 39.39 vs. SSVIX (35.08).
| 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 | 6 years | - |
| Gain YTD | -10.054 | -9.015 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 60.6M | 589% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | -15.53 | -16.86 | 92% |
| Returns for 3 years | -7.03 | 8.13 | -86% |
| Returns for 5 years | 35.08 | 39.39 | 89% |
| Returns for 10 years | -12.19 | N/A | - |
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