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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Small Cap Value II R
Price$12.09
Change+$0.28 (+2.37%)
VolumeN/A
Net Assets784.41M
WCM SMID Quality Val Fd Investor
Price$10.73
Change+$0.17 (+1.61%)
VolumeN/A
Net Assets60.52M
CCTRX vs WCMJX Comparison Chart
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CCTRX vs. WCMJX commentary
May 03, 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: 784M vs. WCMJX (60.5M). CCTRX pays higher dividends than WCMJX: CCTRX (1.51) vs WCMJX (0.00). CCTRX was incepted earlier than WCMJX: CCTRX (19 years) vs WCMJX (6 years). CCTRX (1.61) is less costly to investors than WCMJX (1.52). CCTRX is a more actively managed with annual turnover of: 88.00 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 : -16.72 vs. CCTRX (-25.62). WCMJX return over 5 years is better than : 39.87 vs. CCTRX (16.23).
| CCTRX | WCMJX | CCTRX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.10 | 133% |
| Annual Report Gross Expense Ratio | 1.61 | 1.52 | 106% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -11.734 | -10.357 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 60.5M | 1,296% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -25.62 | -16.72 | 153% |
| Returns for 3 years | -28.47 | 1.93 | -1,475% |
| Returns for 5 years | 16.23 | 39.87 | 41% |
| Returns for 10 years | -30.81 | N/A | - |
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