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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$22.38
Change+$0.16 (+0.72%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.99
Change+$0.07 (+0.59%)
VolumeN/A
CapitalizationN/A
SSVIX vs WCMJX Comparison Chart
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SSVIX vs. WCMJX commentary
Dec 26, 2024
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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 420M vs. WCMJX (67M). 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). WCMJX annual gain was more profitable for investors over the last year : -0.75 vs. SSVIX (-1.03). WCMJX (13.65) and SSVIX (13.43) 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 | -0.773 | -0.745 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 67M | 627% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -1.03 | -0.75 | 139% |
| Returns for 3 years | -10.65 | 4.81 | -221% |
| Returns for 5 years | 13.43 | 13.65 | 98% |
| Returns for 10 years | 3.92 | N/A | - |
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