Interact to see
Advertisement
Advertisement
CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Small Cap Value II R
Price$12.55
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets840.77M
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
CCTRX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. WCMJX commentary
Aug 08, 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: 841M vs. WCMJX (60.2M). CCTRX pays higher dividends than WCMJX: CCTRX (1.00) vs WCMJX (0.00). CCTRX was incepted earlier than WCMJX: CCTRX (20 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). CCTRX annual gain was more profitable for investors over the last year : -10.46 vs. WCMJX (-14.04). WCMJX return over 5 years is better than : 24.51 vs. CCTRX (3.42).
| CCTRX | WCMJX | CCTRX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.15 | 127% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -5.904 | -3.820 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 60.2M | 1,397% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -10.46 | -14.04 | 75% |
| Returns for 3 years | -19.68 | 7.19 | -274% |
| Returns for 5 years | 3.42 | 24.51 | 14% |
| Returns for 10 years | -25.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement