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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$14.05
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets888.65M
WCM SMID Quality Val Fd Institutional
Price$11.93
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets62.37M
COVAX vs WCMFX Comparison Chart in %
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COVAX vs. WCMFX commentary
Sep 02, 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 Buy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 889M vs. WCMFX (62.4M). COVAX pays higher dividends than WCMFX: COVAX (1.12) 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). COVAX annual gain was more profitable for investors over the last year : -9.06 vs. WCMFX (-14.72). WCMFX return over 5 years is better than : 30.96 vs. COVAX (12.55).
| 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 | 0.934 | -0.417 | -224% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 62.4M | 1,425% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -9.06 | -14.72 | 62% |
| Returns for 3 years | -9.66 | 16.85 | -57% |
| Returns for 5 years | 12.55 | 30.96 | 41% |
| Returns for 10 years | -10.37 | N/A | - |
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