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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$21.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets371.93M
WCM SMID Quality Val Fd Investor
Price$11.14
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets60.8M
SSVIX vs WCMJX Comparison Chart
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SSVIX vs. WCMJX commentary
Jun 14, 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: 372M vs. WCMJX (60.8M). SSVIX pays higher dividends than WCMJX: SSVIX (0.73) vs WCMJX (0.00). SSVIX was incepted earlier than WCMJX: SSVIX (24 years) vs WCMJX (6 years). WCMJX (1.70) 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 : -9.59 vs. WCMJX (-16.09). WCMJX return over 5 years is better than : 34.83 vs. SSVIX (32.40).
| SSVIX | WCMJX | SSVIX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.70 | 58% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -4.869 | -5.688 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 60.8M | 612% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -9.59 | -16.09 | 60% |
| Returns for 3 years | 2.09 | 13.25 | 16% |
| Returns for 5 years | 32.40 | 34.83 | 93% |
| Returns for 10 years | -8.92 | N/A | - |
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