Interact to see
Advertisement
Advertisement
CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$12.55
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets840.77M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
CCTRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. WCMFX commentary
Aug 08, 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 CCTRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 841M vs. WCMFX (60.2M). CCTRX pays higher dividends than WCMFX: CCTRX (1.00) vs WCMFX (0.00). CCTRX was incepted earlier than WCMFX: CCTRX (20 years) vs WCMFX (6 years). CCTRX (1.61) is less costly to investors than WCMFX (1.45). CCTRX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). CCTRX has a lower initial minimum investment than WCMFX: CCTRX (0) vs WCMFX (100000). CCTRX annual gain was more profitable for investors over the last year : -10.46 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 26.40 vs. CCTRX (3.42).
| CCTRX | WCMFX | CCTRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -5.904 | -3.673 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 60.2M | 1,397% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -10.46 | -13.62 | 77% |
| Returns for 3 years | -19.68 | 8.26 | -238% |
| Returns for 5 years | 3.42 | 26.40 | 13% |
| Returns for 10 years | -25.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement