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CCTRX vs WCMJX
CCTRX vs WCMJX Comparison
Open Charts CCTRX vs WCMJX
Columbia Sm Cp Val and Inflection R
Price$13.29
Change-$0.20 (-1.48%)
VolumeN/A
Net Assets829.02M
WCM SMID Quality Val Fd Investor
Price$11.05
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets21.83M
CCTRX vs WCMJX Comparison Chart in %
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CCTRX vs. WCMJX commentary
Oct 17, 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 Hold.
FUNDAMENTALS
Fundamentals
CCTRX has more cash in the bank: 829M vs. WCMJX (21.8M). CCTRX pays higher dividends than WCMJX: CCTRX (0.93) 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 : -14.14 vs. WCMJX (-21.18). WCMJX return over 5 years is better than : 20.90 vs. CCTRX (5.95).
| 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 | -0.673 | -6.197 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 21.8M | 3,803% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -14.14 | -21.18 | 67% |
| Returns for 3 years | -7.65 | 16.19 | -47% |
| Returns for 5 years | 5.95 | 20.90 | 28% |
| Returns for 10 years | -19.43 | N/A | - |
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