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COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
Columbia Small Cap Value II A
Price$13.19
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets845.64M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
COVAX vs WCMJX Comparison Chart in %
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COVAX vs. WCMJX commentary
Aug 10, 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: 846M vs. WCMJX (59.9M). COVAX pays higher dividends than WCMJX: COVAX (1.20) vs WCMJX (0.00). COVAX was incepted earlier than WCMJX: COVAX (23 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than COVAX (1.36). COVAX is a more actively managed with annual turnover of: 70.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than COVAX: WCMJX (1000) vs COVAX (2000). COVAX annual gain was more profitable for investors over the last year : -10.70 vs. WCMJX (-15.93). WCMJX return over 5 years is better than : 23.52 vs. COVAX (6.01).
| COVAX | WCMJX | COVAX / WCMJX | |
| Total Expense Ratio | 1.21 | 1.15 | 105% |
| Annual Report Gross Expense Ratio | 1.36 | 1.70 | 80% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -5.963 | -4.584 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 59.9M | 1,412% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -10.70 | -15.93 | 67% |
| Returns for 3 years | -17.97 | 7.15 | -251% |
| Returns for 5 years | 6.01 | 23.52 | 26% |
| Returns for 10 years | -22.80 | N/A | - |
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