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CSMIX vs WCMFX
CSMIX vs WCMFX Comparison
Open Charts CSMIX vs WCMFX
Columbia Small Cap Value Discv A
Price$44.01
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
CSMIX vs WCMFX Comparison Chart in %
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CSMIX vs. WCMFX commentary
Dec 26, 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 CSMIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMIX has more cash in the bank: 1.94B vs. WCMFX (1.61M). CSMIX pays higher dividends than WCMFX: CSMIX (0.86) vs WCMFX (0.00). CSMIX was incepted earlier than WCMFX: CSMIX (39 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CSMIX (1.23). CSMIX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). CSMIX has a lower initial minimum investment than WCMFX: CSMIX (2000) vs WCMFX (100000). CSMIX annual gain was more profitable for investors over the last year : 1.51 vs. WCMFX (-70.39). CSMIX return over 5 years is better than : 14.92 vs. WCMFX (-65.45).
| CSMIX | WCMFX | CSMIX / WCMFX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.23 | 1.45 | 85% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | 1.763 | -69.866 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.61M | 120,087% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 1.51 | -70.39 | -2% |
| Returns for 3 years | 17.61 | -63.72 | -28% |
| Returns for 5 years | 14.92 | -65.45 | -23% |
| Returns for 10 years | 25.45 | N/A | - |