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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$55.95
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets1.94B
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
CUURX vs WCMFX Comparison Chart in %
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CUURX 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 CUURX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.94B vs. WCMFX (1.62M). CUURX pays higher dividends than WCMFX: CUURX (0.96) vs WCMFX (0.00). CUURX was incepted earlier than WCMFX: CUURX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CUURX (0.89). CUURX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). CUURX has a lower initial minimum investment than WCMFX: CUURX (0) vs WCMFX (100000). CUURX annual gain was more profitable for investors over the last year : 4.44 vs. WCMFX (-70.35). CUURX return over 5 years is better than : 26.42 vs. WCMFX (-65.36).
| CUURX | WCMFX | CUURX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 1.45 | 61% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.709 | -69.783 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.62M | 119,864% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 4.44 | -70.35 | -6% |
| Returns for 3 years | 24.88 | -63.51 | -39% |
| Returns for 5 years | 26.42 | -65.36 | -40% |
| Returns for 10 years | 45.81 | N/A | - |
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