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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$13.75
Change-$0.29 (-2.07%)
VolumeN/A
Net Assets885.24M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
COVAX vs WCMFX Comparison Chart
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COVAX vs. WCMFX commentary
Feb 23, 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 COVAX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 885M vs. WCMFX (66.5M). 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 : -6.03 vs. COVAX (-13.38). WCMFX return over 5 years is better than : 11.06 vs. COVAX (-4.08).
| 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 | -1.221 | -1.085 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 66.5M | 1,331% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -13.38 | -6.03 | 222% |
| Returns for 3 years | -20.12 | 9.72 | -207% |
| Returns for 5 years | -4.08 | 11.06 | -37% |
| Returns for 10 years | -19.05 | N/A | - |
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