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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$13.81
Change-$0.60 (-4.16%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
COVAX vs WCMFX Comparison Chart
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COVAX vs. WCMFX commentary
Dec 19, 2024
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 COVAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 985M vs. WCMFX (69M). COVAX pays higher dividends than WCMFX: COVAX (1.26) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (23 years) vs WCMFX (5 years). COVAX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (22.00). COVAX has a lower initial minimum investment than WCMFX: COVAX (2000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -0.74 vs. COVAX (-8.77). WCMFX return over 5 years is better than : 14.69 vs. COVAX (-0.22).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -10.440 | -1.063 | 982% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 985M | 69M | 1,428% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -8.77 | -0.74 | 1,187% |
| Returns for 3 years | -18.22 | 7.84 | -232% |
| Returns for 5 years | -0.22 | 14.69 | -1% |
| Returns for 10 years | -12.99 | N/A | - |
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