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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$13.51
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets888.65M
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
CCTRX vs WCMFX Comparison Chart in %
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CCTRX vs. WCMFX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 889M vs. WCMFX (62.4M). 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 : -8.98 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 32.27 vs. CCTRX (9.83).
| 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 | 1.046 | 0.584 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 62.4M | 1,425% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -8.98 | -13.62 | 66% |
| Returns for 3 years | -12.22 | 17.33 | -70% |
| Returns for 5 years | 9.83 | 32.27 | 30% |
| Returns for 10 years | -16.06 | N/A | - |
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