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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$12.57
Change-$0.24 (-1.87%)
VolumeN/A
Net Assets853.36M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets62.53M
CCTRX vs WCMFX Comparison Chart
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CCTRX vs. WCMFX commentary
Mar 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 CCTRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 853M vs. WCMFX (62.5M). CCTRX pays higher dividends than WCMFX: CCTRX (1.07) vs WCMFX (0.00). CCTRX was incepted earlier than WCMFX: CCTRX (19 years) vs WCMFX (5 years). CCTRX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (22.00). CCTRX has a lower initial minimum investment than WCMFX: CCTRX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -12.87 vs. CCTRX (-19.83). WCMFX return over 5 years is better than : 25.58 vs. CCTRX (2.36).
| CCTRX | WCMFX | CCTRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -6.054 | -4.508 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 62.5M | 1,365% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | -19.83 | -12.87 | 154% |
| Returns for 3 years | -27.50 | 4.86 | -566% |
| Returns for 5 years | 2.36 | 25.58 | 9% |
| Returns for 10 years | -24.99 | N/A | - |
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