Interact to see
Advertisement
Advertisement
CSVYX vs WCMJX
CSVYX vs WCMJX Comparison
Open Charts CSVYX vs WCMJX
Columbia Small Cap Value Discv Inst 3
Price$53.73
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
CSVYX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVYX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSVYX has more cash in the bank: 1.94B vs. WCMJX (1.61M). CSVYX pays higher dividends than WCMJX: CSVYX (1.04) vs WCMJX (0.00). CSVYX was incepted earlier than WCMJX: CSVYX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CSVYX (0.84). CSVYX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than CSVYX: WCMJX (1000) vs CSVYX (1000000). CSVYX annual gain was more profitable for investors over the last year : 3.09 vs. WCMJX (-71.61). CSVYX return over 5 years is better than : 25.03 vs. WCMJX (-67.27).
| CSVYX | WCMJX | CSVYX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.70 | 49% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.240 | -71.053 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.61M | 120,025% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | 3.09 | -71.61 | -4% |
| Returns for 3 years | 24.26 | -65.27 | -37% |
| Returns for 5 years | 25.03 | -67.27 | -37% |
| Returns for 10 years | 42.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement