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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$20.83
Change+$0.22 (+1.07%)
VolumeN/A
Net Assets379M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets61.81M
SSVIX vs WCMJX Comparison Chart
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SSVIX vs. WCMJX commentary
Mar 06, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 379M vs. WCMJX (61.8M). 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 : -8.45 vs. WCMJX (-13.26). SSVIX (24.84) and WCMJX (23.97) 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 | -6.087 | -5.603 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 61.8M | 613% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -8.45 | -13.26 | 64% |
| Returns for 3 years | -12.97 | 2.68 | -484% |
| Returns for 5 years | 24.84 | 23.97 | 104% |
| Returns for 10 years | -5.86 | N/A | - |
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