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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Small Cap Value II R
Price$12.69
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets863.36M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets63.2M
CCTRX vs WCMJX Comparison Chart in %
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CCTRX vs. WCMJX commentary
Jul 06, 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: 863M vs. WCMJX (63.2M). CCTRX pays higher dividends than WCMJX: CCTRX (1.01) 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). CCTRX annual gain was more profitable for investors over the last year : -7.93 vs. WCMJX (-10.91). WCMJX return over 5 years is better than : 38.59 vs. CCTRX (14.99).
| 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 | -5.157 | -1.528 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 63.2M | 1,366% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | -7.93 | -10.91 | 73% |
| Returns for 3 years | -12.64 | 15.77 | -80% |
| Returns for 5 years | 14.99 | 38.59 | 39% |
| Returns for 10 years | -26.03 | N/A | - |