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CSSZX vs WCMFX
CSSZX vs WCMFX Comparison
Open Charts CSSZX vs WCMFX
Columbia Select Small Cap Value Inst
Price$22.26
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets370.34M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
CSSZX vs WCMFX Comparison Chart in %
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CSSZX vs. WCMFX commentary
Oct 19, 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 CSSZX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CSSZX has more cash in the bank: 370M vs. WCMFX (21.8M). CSSZX pays higher dividends than WCMFX: CSSZX (0.62) vs WCMFX (0.00). CSSZX was incepted earlier than WCMFX: CSSZX (15 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CSSZX (1.04). CSSZX is a more actively managed with annual turnover of: 20.00 vs. WCMFX (15.00). CSSZX has a lower initial minimum investment than WCMFX: CSSZX (2000) vs WCMFX (100000). CSSZX annual gain was more profitable for investors over the last year : -12.96 vs. WCMFX (-20.62). WCMFX (23.45) and CSSZX (22.49) have equivalent 5 years return.
| CSSZX | WCMFX | CSSZX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.04 | 1.45 | 72% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 2.533 | -5.509 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 21.8M | 1,697% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -12.96 | -20.62 | 63% |
| Returns for 3 years | 5.58 | 16.46 | 34% |
| Returns for 5 years | 22.49 | 23.45 | 96% |
| Returns for 10 years | 5.41 | N/A | - |
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