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SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$21.32
Change-$0.36 (-1.66%)
VolumeN/A
Net Assets373.72M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets60.33M
SSVIX vs WCMFX Comparison Chart in %
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SSVIX vs. WCMFX commentary
Aug 02, 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: 374M vs. WCMFX (60.3M). SSVIX pays higher dividends than WCMFX: SSVIX (0.70) 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 : -12.93 vs. WCMFX (-16.40). WCMFX return over 5 years is better than : 31.51 vs. SSVIX (27.26).
| 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 | -2.254 | -3.840 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 60.3M | 620% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -12.93 | -16.40 | 79% |
| Returns for 3 years | -2.81 | 7.87 | -36% |
| Returns for 5 years | 27.26 | 31.51 | 87% |
| Returns for 10 years | -2.49 | N/A | - |
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