Ad is loading...
SSVIX vs WCMJX
SSVIX vs WCMJX Comparison
Open Charts SSVIX vs WCMJX
Columbia Select Small Cap Value Inst2
Price$17.37
Change-$0.39 (-2.20%)
VolumeN/A
Net Assets321.72M
WCM SMID Quality Val Fd Investor
Price$9.77
Change-$0.20 (-2.01%)
VolumeN/A
Net Assets57.07M
SSVIX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSVIX vs. WCMJX commentary
Apr 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSVIX has more cash in the bank: 322M vs. WCMJX (57.1M). SSVIX pays higher dividends than WCMJX: SSVIX (0.74) vs WCMJX (0.00). SSVIX was incepted earlier than WCMJX: SSVIX (23 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than SSVIX (0.99). WCMJX is a more actively managed with annual turnover of: 22.00 vs. SSVIX (7.00). SSVIX has a lower initial minimum investment than WCMJX: SSVIX (0) vs WCMJX (1000). SSVIX (-24.26) and WCMJX (-24.92) have marching annual gain over last year. WCMJX return over 5 years is better than : 34.55 vs. SSVIX (27.57).
| 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 | 5 years | - |
| Gain YTD | -19.928 | -15.365 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 57.1M | 564% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -24.26 | -24.92 | 97% |
| Returns for 3 years | -25.07 | -5.77 | 435% |
| Returns for 5 years | 27.57 | 34.55 | 80% |
| Returns for 10 years | -23.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...