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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$11.84
Change+$0.11 (+0.94%)
VolumeN/A
Net Assets749.93M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
COVAX vs WCMFX Comparison Chart
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COVAX vs. WCMFX commentary
Apr 18, 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: 750M vs. WCMFX (59.2M). COVAX pays higher dividends than WCMFX: COVAX (1.68) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (23 years) vs WCMFX (5 years). COVAX (1.36) is less costly to investors than WCMFX (1.27). COVAX is a more actively managed with annual turnover of: 88.00 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 : -18.07 vs. COVAX (-25.41). WCMFX return over 5 years is better than : 44.41 vs. COVAX (18.16).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.36 | 1.27 | 107% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -15.733 | -13.689 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 59.2M | 1,267% |
| Annual Yield % from dividends | 1.68 | 0.00 | - |
| Returns for 1 year | -25.41 | -18.07 | 141% |
| Returns for 3 years | -32.88 | -2.91 | 1,129% |
| Returns for 5 years | 18.16 | 44.41 | 41% |
| Returns for 10 years | -33.28 | N/A | - |
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