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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$12.25
Change+$0.22 (+1.83%)
VolumeN/A
Net Assets797.37M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
CCTRX vs WCMFX Comparison Chart
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CCTRX vs. WCMFX commentary
May 09, 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: 797M vs. WCMFX (60.6M). CCTRX pays higher dividends than WCMFX: CCTRX (1.51) vs WCMFX (0.00). CCTRX was incepted earlier than WCMFX: CCTRX (19 years) vs WCMFX (6 years). CCTRX (1.61) is less costly to investors than WCMFX (1.27). CCTRX is a more actively managed with annual turnover of: 88.00 vs. WCMFX (15.00). 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 : -16.86 vs. CCTRX (-25.48). WCMFX return over 5 years is better than : 39.39 vs. CCTRX (13.40).
| CCTRX | WCMFX | CCTRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.85 | 172% |
| Annual Report Gross Expense Ratio | 1.61 | 1.27 | 127% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -10.090 | -9.015 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 60.6M | 1,315% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -25.48 | -16.86 | 151% |
| Returns for 3 years | -22.87 | 8.13 | -281% |
| Returns for 5 years | 13.40 | 39.39 | 34% |
| Returns for 10 years | -30.51 | N/A | - |
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