Interact to see
Advertisement
Advertisement
SSVIX vs WCMFX
SSVIX vs WCMFX Comparison
Open Charts SSVIX vs WCMFX
Columbia Select Small Cap Value Inst2
Price$23.29
Change+$0.88 (+3.93%)
VolumeN/A
Net Assets374.79M
WCM SMID Quality Val Fd Institutional
Price$12.11
Change+$0.37 (+3.15%)
VolumeN/A
Net Assets61.01M
SSVIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSVIX vs. WCMFX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 375M vs. WCMFX (61M). 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). SSVIX is a more actively managed with annual turnover of: 20.00 vs. WCMFX (15.00). 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 : -8.57 vs. WCMFX (-14.99). WCMFX return over 5 years is better than : 30.88 vs. SSVIX (26.08).
| 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 | 1.037 | -2.003 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 61M | 615% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -8.57 | -14.99 | 57% |
| Returns for 3 years | -2.14 | 11.92 | -18% |
| Returns for 5 years | 26.08 | 30.88 | 84% |
| Returns for 10 years | 11.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement