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CCTRX vs WCMFX
CCTRX vs WCMFX Comparison
Open Charts CCTRX vs WCMFX
Columbia Sm Cp Val and Inflection R
Price$13.60
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets821.4M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
CCTRX vs WCMFX Comparison Chart in %
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CCTRX vs. WCMFX commentary
Dec 04, 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 WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 821M vs. WCMFX (2.61M). CCTRX pays higher dividends than WCMFX: CCTRX (0.92) vs WCMFX (0.00). CCTRX was incepted earlier than WCMFX: CCTRX (20 years) vs WCMFX (6 years). CCTRX (1.61) is less costly to investors than WCMFX (1.45). CCTRX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). CCTRX has a lower initial minimum investment than WCMFX: CCTRX (0) vs WCMFX (100000). CCTRX annual gain was more profitable for investors over the last year : -17.35 vs. WCMFX (-76.13). CCTRX return over 5 years is better than : -7.82 vs. WCMFX (-64.64).
| CCTRX | WCMFX | CCTRX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 2.093 | -70.451 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 2.61M | 31,432% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -17.35 | -76.13 | 23% |
| Returns for 3 years | -14.55 | -66.82 | 22% |
| Returns for 5 years | -7.82 | -64.64 | 12% |
| Returns for 10 years | -9.86 | N/A | - |
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