Ad is loading...
COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
Columbia Small Cap Value II A
Price$13.75
Change-$0.29 (-2.07%)
VolumeN/A
Net Assets885.24M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
COVAX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
COVAX vs. WCMJX commentary
Feb 23, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 885M vs. WCMJX (66.5M). COVAX pays higher dividends than WCMJX: COVAX (1.26) vs WCMJX (0.00). COVAX was incepted earlier than WCMJX: COVAX (23 years) vs WCMJX (5 years). COVAX is a more actively managed with annual turnover of: 67.00 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 : -6.43 vs. COVAX (-13.38). WCMJX return over 5 years is better than : 9.18 vs. COVAX (-4.08).
| COVAX | WCMJX | COVAX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -1.221 | -1.104 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 66.5M | 1,331% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -13.38 | -6.43 | 208% |
| Returns for 3 years | -20.12 | 8.68 | -232% |
| Returns for 5 years | -4.08 | 9.18 | -44% |
| Returns for 10 years | -19.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers