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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Small Cap Value II R
Price$12.38
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets815.58M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.5M
CCTRX vs WCMJX Comparison Chart
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CCTRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 816M vs. WCMJX (60.5M). CCTRX pays higher dividends than WCMJX: CCTRX (1.46) vs WCMJX (0.00). CCTRX was incepted earlier than WCMJX: CCTRX (19 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CCTRX (1.61). CCTRX is a more actively managed with annual turnover of: 70.00 vs. WCMJX (15.00). CCTRX has a lower initial minimum investment than WCMJX: CCTRX (0) vs WCMJX (1000). WCMJX annual gain was more profitable for investors over the last year : -15.18 vs. CCTRX (-23.40). WCMJX return over 5 years is better than : 21.81 vs. CCTRX (-0.30).
| CCTRX | WCMJX | CCTRX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.15 | 127% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -7.698 | -6.112 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.18 | 154% |
| Returns for 3 years | -26.88 | 4.34 | -619% |
| Returns for 5 years | -0.30 | 21.81 | -1% |
| Returns for 10 years | -29.10 | N/A | - |
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