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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$13.05
Change+$0.16 (+1.24%)
VolumeN/A
Net Assets815.58M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
COVAX vs WCMFX Comparison Chart
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COVAX vs. WCMFX commentary
Jun 07, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 816M vs. WCMFX (60.5M). COVAX pays higher dividends than WCMFX: COVAX (1.67) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (23 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). WCMFX annual gain was more profitable for investors over the last year : -14.31 vs. COVAX (-21.94). WCMFX return over 5 years is better than : 23.87 vs. COVAX (2.62).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -7.399 | -6.010 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 60.5M | 1,349% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -21.94 | -14.31 | 153% |
| Returns for 3 years | -26.16 | 5.04 | -519% |
| Returns for 5 years | 2.62 | 23.87 | 11% |
| Returns for 10 years | -25.83 | N/A | - |
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