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CSVRX vs WCMFX
CSVRX vs WCMFX Comparison
Open Charts CSVRX vs WCMFX
Columbia Small Cap Value Discv R
Price$45.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.82B
WCM SMID Quality Val Fd Institutional
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets7.39M
CSVRX vs WCMFX Comparison Chart in %
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CSVRX vs. WCMFX commentary
Nov 14, 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 CSVRX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.82B vs. WCMFX (7.39M). CSVRX pays higher dividends than WCMFX: CSVRX (0.64) vs WCMFX (0.00). CSVRX was incepted earlier than WCMFX: CSVRX (15 years) vs WCMFX (6 years). CSVRX (1.48) and WCMFX (1.45) have similar cost to investors . CSVRX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). CSVRX has a lower initial minimum investment than WCMFX: CSVRX (0) vs WCMFX (100000). CSVRX annual gain was more profitable for investors over the last year : 0.61 vs. WCMFX (-24.81). CSVRX return over 5 years is better than : 31.35 vs. WCMFX (15.14).
| CSVRX | WCMFX | CSVRX / WCMFX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.48 | 1.45 | 102% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.644 | -7.930 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 7.39M | 24,642% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 0.61 | -24.81 | -2% |
| Returns for 3 years | 16.57 | 5.15 | 322% |
| Returns for 5 years | 31.35 | 15.14 | 207% |
| Returns for 10 years | 25.17 | N/A | - |
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