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CSVRX vs WCMFX
CSVRX vs WCMFX Comparison
Open Charts CSVRX vs WCMFX
Columbia Small Cap Value Discv R
Price$47.54
Change+$0.75 (+1.60%)
VolumeN/A
Net Assets1.92B
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
CSVRX vs WCMFX Comparison Chart in %
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CSVRX vs. WCMFX commentary
Dec 04, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.92B vs. WCMFX (2.61M). CSVRX pays higher dividends than WCMFX: CSVRX (0.62) 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 : -0.16 vs. WCMFX (-76.13). CSVRX return over 5 years is better than : 26.41 vs. WCMFX (-64.64).
| 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 | 9.325 | -70.451 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 2.61M | 73,392% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -0.16 | -76.13 | 0% |
| Returns for 3 years | 19.27 | -66.82 | -29% |
| Returns for 5 years | 26.41 | -64.64 | -41% |
| Returns for 10 years | 27.28 | N/A | - |
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