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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$22.87
Change+$0.18 (+0.79%)
VolumeN/A
Net Assets424.06M
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
SSVIX vs WCMJX Comparison Chart
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SSVIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 424M vs. WCMJX (68.7M). SSVIX pays higher dividends than WCMJX: SSVIX (0.80) vs WCMJX (0.00). SSVIX was incepted earlier than WCMJX: SSVIX (23 years) vs WCMJX (5 years). WCMJX is a more actively managed with annual turnover of: 22.00 vs. SSVIX (11.00). SSVIX has a lower initial minimum investment than WCMJX: SSVIX (0) vs WCMJX (1000). SSVIX annual gain was more profitable for investors over the last year : 4.86 vs. WCMJX (3.22). WCMJX (18.14) and SSVIX (17.71) have equivalent 5 years return.
| SSVIX | WCMJX | SSVIX / WCMJX | |
| 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 | 3.396 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 3.22 | 151% |
| Returns for 3 years | -5.60 | 13.09 | -43% |
| Returns for 5 years | 17.71 | 18.14 | 98% |
| Returns for 10 years | 9.61 | N/A | - |
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