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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$11.37
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets749.93M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
CCTRX vs WCMFX Comparison Chart
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CCTRX vs. WCMFX commentary
Apr 18, 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: 750M vs. WCMFX (59.2M). CCTRX pays higher dividends than WCMFX: CCTRX (1.47) vs WCMFX (0.00). CCTRX was incepted earlier than WCMFX: CCTRX (19 years) vs WCMFX (5 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 (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 : -18.07 vs. CCTRX (-26.27). WCMFX return over 5 years is better than : 44.41 vs. CCTRX (15.10).
| 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 | 5 years | - |
| Gain YTD | -15.770 | -13.689 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 59.2M | 1,267% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -26.27 | -18.07 | 145% |
| Returns for 3 years | -34.22 | -2.91 | 1,176% |
| Returns for 5 years | 15.10 | 44.41 | 34% |
| Returns for 10 years | -35.98 | N/A | - |
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