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COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
Columbia Small Cap Value II A
Price$13.05
Change+$0.16 (+1.24%)
VolumeN/A
Net Assets815.58M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
COVAX vs WCMJX Comparison Chart
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COVAX vs. WCMJX commentary
Jun 07, 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: 816M vs. WCMJX (60.5M). COVAX pays higher dividends than WCMJX: COVAX (1.67) 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). WCMJX annual gain was more profitable for investors over the last year : -14.73 vs. COVAX (-21.94). WCMJX return over 5 years is better than : 21.81 vs. COVAX (2.62).
| 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 | -7.399 | -6.112 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 60.5M | 1,349% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -21.94 | -14.73 | 149% |
| Returns for 3 years | -26.16 | 4.05 | -647% |
| Returns for 5 years | 2.62 | 21.81 | 12% |
| Returns for 10 years | -25.83 | N/A | - |
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