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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Small Cap Value II A
Price$12.76
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets797.37M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
COVAX vs WCMFX Comparison Chart
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COVAX vs. WCMFX commentary
May 09, 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: 797M vs. WCMFX (60.6M). COVAX pays higher dividends than WCMFX: COVAX (1.74) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (23 years) vs WCMFX (6 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 (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 : -16.86 vs. COVAX (-24.61). WCMFX return over 5 years is better than : 39.39 vs. COVAX (16.59).
| 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 | 6 years | - |
| Gain YTD | -9.986 | -9.015 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 60.6M | 1,315% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | -24.61 | -16.86 | 146% |
| Returns for 3 years | -21.29 | 8.13 | -262% |
| Returns for 5 years | 16.59 | 39.39 | 42% |
| Returns for 10 years | -27.58 | N/A | - |
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