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CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value Discv R
Price$45.31
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets1.82B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
CSVRX vs WCMJX Comparison Chart in %
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CSVRX vs. WCMJX 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 CSVRX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.82B vs. WCMJX (21.8M). CSVRX pays higher dividends than WCMJX: CSVRX (0.64) vs WCMJX (0.00). CSVRX was incepted earlier than WCMJX: CSVRX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CSVRX (1.48). CSVRX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). CSVRX has a lower initial minimum investment than WCMJX: CSVRX (0) vs WCMJX (1000). CSVRX annual gain was more profitable for investors over the last year : 3.69 vs. WCMJX (-21.05). CSVRX return over 5 years is better than : 44.09 vs. WCMJX (21.44).
| CSVRX | WCMJX | CSVRX / WCMJX | |
| Total Expense Ratio | 1.45 | 1.15 | 126% |
| Annual Report Gross Expense Ratio | 1.48 | 1.70 | 87% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.574 | -5.772 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 21.8M | 8,339% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 3.69 | -21.05 | -18% |
| Returns for 3 years | 26.45 | 15.26 | 173% |
| Returns for 5 years | 44.09 | 21.44 | 206% |
| Returns for 10 years | 9.32 | N/A | - |
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