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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Small Cap Value II R
Price$13.04
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets868.8M
WCM SMID Quality Val Fd Investor
Price$11.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets63.71M
CCTRX vs WCMJX Comparison Chart
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CCTRX vs. WCMJX commentary
Mar 02, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 869M vs. WCMJX (63.7M). CCTRX pays higher dividends than WCMJX: CCTRX (1.07) vs WCMJX (0.00). CCTRX was incepted earlier than WCMJX: CCTRX (19 years) vs WCMJX (5 years). CCTRX is a more actively managed with annual turnover of: 67.00 vs. WCMJX (22.00). 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 : -10.97 vs. CCTRX (-17.28). WCMJX return over 5 years is better than : 22.88 vs. CCTRX (5.37).
| CCTRX | WCMJX | CCTRX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -3.363 | -2.886 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 63.7M | 1,364% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | -17.28 | -10.97 | 157% |
| Returns for 3 years | -24.40 | 5.54 | -441% |
| Returns for 5 years | 5.37 | 22.88 | 23% |
| Returns for 10 years | -24.29 | N/A | - |
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