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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Sm Cp Val and Inflection R
Price$13.50
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets885.61M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
CCTRX vs WCMJX Comparison Chart in %
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CCTRX vs. WCMJX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 886M vs. WCMJX (60.7M). CCTRX pays higher dividends than WCMJX: CCTRX (0.94) 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 : -8.28 vs. WCMJX (-15.65). WCMJX return over 5 years is better than : 34.23 vs. CCTRX (14.03).
| 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 | 1.345 | -2.122 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 60.7M | 1,460% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -8.28 | -15.65 | 53% |
| Returns for 3 years | -8.97 | 17.77 | -50% |
| Returns for 5 years | 14.03 | 34.23 | 41% |
| Returns for 10 years | -15.51 | N/A | - |