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CRRRX vs WCMFX
CRRRX vs WCMFX Comparison
Open Charts CRRRX vs WCMFX
Columbia Small Cap Value II Inst2
Price$13.25
Change+$0.25 (+1.92%)
VolumeN/A
Net Assets764.2M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
CRRRX vs WCMFX Comparison Chart
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CRRRX vs. WCMFX commentary
Apr 25, 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 CRRRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CRRRX has more cash in the bank: 764M vs. WCMFX (60.2M). CRRRX pays higher dividends than WCMFX: CRRRX (1.95) vs WCMFX (0.00). CRRRX was incepted earlier than WCMFX: CRRRX (12 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than CRRRX (0.94). CRRRX is a more actively managed with annual turnover of: 88.00 vs. WCMFX (22.00). CRRRX has a lower initial minimum investment than WCMFX: CRRRX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -18.03 vs. CRRRX (-25.01). WCMFX return over 5 years is better than : 47.06 vs. CRRRX (26.38).
| CRRRX | WCMFX | CRRRX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 0.94 | 1.27 | 74% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -13.907 | -12.354 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 60.2M | 1,269% |
| Annual Yield % from dividends | 1.95 | 0.00 | - |
| Returns for 1 year | -25.01 | -18.03 | 139% |
| Returns for 3 years | -27.64 | -1.41 | 1,963% |
| Returns for 5 years | 26.38 | 47.06 | 56% |
| Returns for 10 years | -26.20 | N/A | - |
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