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CSMIX vs WCMJX
CSMIX vs WCMJX Comparison
Open Charts CSMIX vs WCMJX
Columbia Small Cap Value Discv A
Price$44.01
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
CSMIX vs WCMJX Comparison Chart in %
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CSMIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMIX has more cash in the bank: 1.94B vs. WCMJX (1.61M). CSMIX pays higher dividends than WCMJX: CSMIX (0.86) vs WCMJX (0.00). CSMIX was incepted earlier than WCMJX: CSMIX (39 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CSMIX (1.23). CSMIX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than CSMIX: WCMJX (1000) vs CSMIX (2000). CSMIX annual gain was more profitable for investors over the last year : 1.51 vs. WCMJX (-71.64). CSMIX return over 5 years is better than : 14.92 vs. WCMJX (-67.37).
| CSMIX | WCMJX | CSMIX / WCMJX | |
| Total Expense Ratio | 1.20 | 1.15 | 104% |
| Annual Report Gross Expense Ratio | 1.23 | 1.70 | 72% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | 1.763 | -71.138 | -2% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -71.64 | -2% |
| Returns for 3 years | 17.61 | -65.48 | -27% |
| Returns for 5 years | 14.92 | -67.37 | -22% |
| Returns for 10 years | 25.45 | N/A | - |