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CUURX vs WCMFX
CUURX vs WCMFX Comparison
Open Charts CUURX vs WCMFX
Columbia Small Cap Value Discv Inst 2
Price$59.90
Change+$0.95 (+1.61%)
VolumeN/A
Net Assets1.92B
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
CUURX vs WCMFX Comparison Chart in %
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CUURX vs. WCMFX commentary
Dec 05, 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: 1.92B vs. WCMFX (2.65M). 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 : 3.19 vs. WCMFX (-75.69). CUURX return over 5 years is better than : 36.02 vs. WCMFX (-64.91).
| 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 | 12.041 | -70.033 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 2.65M | 72,476% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 3.19 | -75.69 | -4% |
| Returns for 3 years | 26.95 | -66.35 | -41% |
| Returns for 5 years | 36.02 | -64.91 | -55% |
| Returns for 10 years | 50.74 | N/A | - |
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