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CUURX vs WCMJX
CUURX vs WCMJX Comparison
Open Charts CUURX vs WCMJX
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 Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
CUURX vs WCMJX Comparison Chart in %
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CUURX vs. WCMJX commentary
Dec 28, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CUURX has more cash in the bank: 1.94B vs. WCMJX (1.61M). 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 : 3.50 vs. WCMJX (-71.61). CUURX return over 5 years is better than : 26.36 vs. WCMJX (-67.27).
| 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 | 4.653 | -71.053 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.61M | 120,025% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 3.50 | -71.61 | -5% |
| Returns for 3 years | 25.11 | -65.27 | -38% |
| Returns for 5 years | 26.36 | -67.27 | -39% |
| Returns for 10 years | 45.33 | N/A | - |
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