Interact to see
Advertisement
Advertisement
CUURX vs WCMJX
CUURX vs WCMJX Comparison
Open Charts CUURX vs WCMJX
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 Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
CUURX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUURX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.92B vs. WCMJX (2.65M). CUURX pays higher dividends than WCMJX: CUURX (0.96) vs WCMJX (0.00). CUURX was incepted earlier than WCMJX: CUURX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CUURX (0.89). CUURX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). CUURX has a lower initial minimum investment than WCMJX: CUURX (0) vs WCMJX (1000). CUURX annual gain was more profitable for investors over the last year : 3.19 vs. WCMJX (-76.79). CUURX return over 5 years is better than : 36.02 vs. WCMJX (-66.86).
| CUURX | WCMJX | CUURX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.15 | 74% |
| Annual Report Gross Expense Ratio | 0.89 | 1.70 | 52% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 12.041 | -71.307 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -76.79 | -4% |
| Returns for 3 years | 26.95 | -68.02 | -40% |
| Returns for 5 years | 36.02 | -66.86 | -54% |
| Returns for 10 years | 50.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement