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SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$23.29
Change+$0.88 (+3.93%)
VolumeN/A
Net Assets374.79M
WCM SMID Quality Val Fd Investor
Price$11.89
Change+$0.37 (+3.21%)
VolumeN/A
Net Assets61.01M
SSVIX vs WCMJX Comparison Chart in %
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SSVIX vs. WCMJX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 375M vs. WCMJX (61M). SSVIX pays higher dividends than WCMJX: SSVIX (0.70) 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). SSVIX is a more actively managed with annual turnover of: 20.00 vs. WCMJX (15.00). 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 : -8.57 vs. WCMJX (-15.42). WCMJX return over 5 years is better than : 28.72 vs. SSVIX (26.08).
| 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 | 1.037 | -2.207 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 61M | 615% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -8.57 | -15.42 | 56% |
| Returns for 3 years | -2.14 | 10.77 | -20% |
| Returns for 5 years | 26.08 | 28.72 | 91% |
| Returns for 10 years | 11.45 | N/A | - |
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