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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Sm Cp Val and Inflection A
Price$13.50
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets789.1M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
COVAX vs WCMFX Comparison Chart in %
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COVAX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 789M vs. WCMFX (5.92M). COVAX pays higher dividends than WCMFX: COVAX (1.13) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (24 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than COVAX (1.36). COVAX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). COVAX has a lower initial minimum investment than WCMFX: COVAX (2000) vs WCMFX (100000). COVAX annual gain was more profitable for investors over the last year : -17.63 vs. WCMFX (-76.30). COVAX return over 5 years is better than : -5.70 vs. WCMFX (-65.40).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.017 | -71.870 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 5.92M | 13,319% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | -17.63 | -76.30 | 23% |
| Returns for 3 years | -15.51 | -67.31 | 23% |
| Returns for 5 years | -5.70 | -65.40 | 9% |
| Returns for 10 years | -19.33 | N/A | - |