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CSVYX vs WCMFX
CSVYX vs WCMFX Comparison
Open Charts CSVYX vs WCMFX
Columbia Small Cap Value Discv Inst 3
Price$53.97
Change-$1.06 (-1.93%)
VolumeN/A
Net Assets1.82B
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
CSVYX vs WCMFX Comparison Chart in %
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CSVYX vs. WCMFX commentary
Nov 14, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CSVYX has more cash in the bank: 1.82B vs. WCMFX (7.41M). CSVYX pays higher dividends than WCMFX: CSVYX (1.07) 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 : 2.05 vs. WCMFX (-24.81). CSVYX return over 5 years is better than : 42.38 vs. WCMFX (15.14).
| 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 | 6.762 | -7.930 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 7.41M | 24,591% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 2.05 | -24.81 | -8% |
| Returns for 3 years | 22.06 | 5.15 | 429% |
| Returns for 5 years | 42.38 | 15.14 | 280% |
| Returns for 10 years | 44.40 | N/A | - |
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