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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$57.04
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets1.82B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
CUURX vs WCMFX Comparison Chart in %
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CUURX vs. WCMFX commentary
Oct 19, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.82B vs. WCMFX (21.8M). CUURX pays higher dividends than WCMFX: CUURX (0.99) 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 : 5.28 vs. WCMFX (-20.62). CUURX return over 5 years is better than : 57.34 vs. WCMFX (23.45).
| 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 | 6.691 | -5.509 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 21.8M | 8,330% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 5.28 | -20.62 | -26% |
| Returns for 3 years | 32.85 | 16.46 | 200% |
| Returns for 5 years | 57.34 | 23.45 | 245% |
| Returns for 10 years | 28.54 | N/A | - |
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