Interact to see
Advertisement
Advertisement
CSVRX vs WCMJX
CSVRX vs WCMJX Comparison
Open Charts CSVRX vs WCMJX
Columbia Small Cap Value Discv R
Price$43.59
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
CSVRX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVRX vs. WCMJX commentary
Dec 26, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVRX has more cash in the bank: 1.94B vs. WCMJX (1.61M). CSVRX pays higher dividends than WCMJX: CSVRX (0.62) 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 : 1.31 vs. WCMJX (-71.64). CSVRX return over 5 years is better than : 13.31 vs. WCMJX (-67.37).
| 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 | 1.566 | -71.138 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.61M | 120,087% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 1.31 | -71.64 | -2% |
| Returns for 3 years | 16.66 | -65.48 | -25% |
| Returns for 5 years | 13.31 | -67.37 | -20% |
| Returns for 10 years | 22.40 | N/A | - |