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CSVYX vs WCMFX
CSVYX vs WCMFX Comparison
Open Charts CSVYX vs WCMFX
Columbia Small Cap Value Discv Inst 3
Price$53.76
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
CSVYX vs WCMFX Comparison Chart in %
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CSVYX vs. WCMFX commentary
Dec 27, 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 CSVYX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVYX has more cash in the bank: 1.94B vs. WCMFX (1.61M). CSVYX pays higher dividends than WCMFX: CSVYX (1.04) vs WCMFX (0.00). CSVYX was incepted earlier than WCMFX: CSVYX (16 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CSVYX (0.84). CSVYX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than CSVYX: WCMFX (100000) vs CSVYX (1000000). CSVYX annual gain was more profitable for investors over the last year : 4.04 vs. WCMFX (-70.39). CSVYX return over 5 years is better than : 25.10 vs. WCMFX (-65.45).
| CSVYX | WCMFX | CSVYX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.84 | 1.45 | 58% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.298 | -69.866 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.61M | 120,087% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | 4.04 | -70.39 | -6% |
| Returns for 3 years | 24.04 | -63.72 | -38% |
| Returns for 5 years | 25.10 | -65.45 | -38% |
| Returns for 10 years | 43.37 | N/A | - |
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