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COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
Columbia Small Cap Value II A
Price$12.76
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets797.37M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
COVAX vs WCMJX Comparison Chart
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COVAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 797M vs. WCMJX (60.6M). COVAX pays higher dividends than WCMJX: COVAX (1.74) vs WCMJX (0.00). COVAX was incepted earlier than WCMJX: COVAX (23 years) vs WCMJX (6 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 (15.00). 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 : -17.23 vs. COVAX (-24.61). WCMJX return over 5 years is better than : 37.13 vs. COVAX (16.59).
| 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 | 6 years | - |
| Gain YTD | -9.986 | -9.083 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -17.23 | 143% |
| Returns for 3 years | -21.29 | 7.10 | -300% |
| Returns for 5 years | 16.59 | 37.13 | 45% |
| Returns for 10 years | -27.58 | N/A | - |
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