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COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
Columbia Small Cap Value II A
Price$11.84
Change+$0.11 (+0.94%)
VolumeN/A
Net Assets749.93M
WCM SMID Quality Val Fd Investor
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets59.22M
COVAX vs WCMJX Comparison Chart
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COVAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 750M vs. WCMJX (59.2M). COVAX pays higher dividends than WCMJX: COVAX (1.68) vs WCMJX (0.00). COVAX was incepted earlier than WCMJX: COVAX (23 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than COVAX (1.36). COVAX is a more actively managed with annual turnover of: 88.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than COVAX: WCMJX (1000) vs COVAX (2000). WCMJX annual gain was more profitable for investors over the last year : -18.46 vs. COVAX (-25.41). WCMJX return over 5 years is better than : 42.10 vs. COVAX (18.16).
| COVAX | WCMJX | COVAX / WCMJX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.36 | 1.52 | 89% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -15.733 | -13.752 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -18.46 | 138% |
| Returns for 3 years | -32.88 | -3.88 | 848% |
| Returns for 5 years | 18.16 | 42.10 | 43% |
| Returns for 10 years | -33.28 | N/A | - |
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