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CSVRX vs WCMFX
CSVRX vs WCMFX Comparison
Open Charts CSVRX vs WCMFX
Columbia Small Cap Value Discv R
Price$45.44
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets2.06B
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
CSVRX vs WCMFX Comparison Chart in %
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CSVRX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. CSVRX (2.06B). CSVRX pays higher dividends than WCMFX: CSVRX (1.84) 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 : 7.55 vs. WCMFX (-69.00). CSVRX return over 5 years is better than : 11.17 vs. WCMFX (-65.91).
| 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 | 5.822 | 5.915 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 22.5B | 9% |
| Annual Yield % from dividends | 1.84 | 0.00 | - |
| Returns for 1 year | 7.55 | -69.00 | -11% |
| Returns for 3 years | 14.36 | -65.02 | -22% |
| Returns for 5 years | 11.17 | -65.91 | -17% |
| Returns for 10 years | 48.27 | N/A | - |
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