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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$20.29
Change+$0.34 (+1.70%)
VolumeN/A
Net Assets356.84M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
SSVIX vs WCMJX Comparison Chart
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SSVIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 357M vs. WCMJX (60.6M). SSVIX pays higher dividends than WCMJX: SSVIX (0.77) vs WCMJX (0.00). SSVIX was incepted earlier than WCMJX: SSVIX (23 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than SSVIX (0.99). WCMJX is a more actively managed with annual turnover of: 15.00 vs. SSVIX (7.00). 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 : -15.53 vs. WCMJX (-17.23). WCMJX return over 5 years is better than : 37.13 vs. SSVIX (35.08).
| SSVIX | WCMJX | SSVIX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.10 | 83% |
| Annual Report Gross Expense Ratio | 0.99 | 1.52 | 65% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -10.054 | -9.083 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.23 | 90% |
| Returns for 3 years | -7.03 | 7.10 | -99% |
| Returns for 5 years | 35.08 | 37.13 | 94% |
| Returns for 10 years | -12.19 | N/A | - |
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