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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Small Cap Value II R
Price$12.38
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets815.58M
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.5M
CCTRX vs WCMFX Comparison Chart
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CCTRX vs. WCMFX commentary
Jun 07, 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: 816M vs. WCMFX (60.5M). CCTRX pays higher dividends than WCMFX: CCTRX (1.46) 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 (1.45). 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). WCMFX annual gain was more profitable for investors over the last year : -14.83 vs. CCTRX (-23.40). WCMFX return over 5 years is better than : 23.87 vs. CCTRX (-0.30).
| CCTRX | WCMFX | CCTRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -7.698 | -6.010 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 60.5M | 1,349% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | -23.40 | -14.83 | 158% |
| Returns for 3 years | -26.88 | 5.43 | -495% |
| Returns for 5 years | -0.30 | 23.87 | -1% |
| Returns for 10 years | -29.10 | N/A | - |
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