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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Sm Cp Val and Inflection A
Price$13.10
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets827.91M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change-$0.04 (-1.09%)
VolumeN/A
Net Assets2.41M
COVAX vs WCMFX Comparison Chart in %
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COVAX vs. WCMFX commentary
Dec 14, 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 WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 828M vs. WCMFX (2.41M). COVAX pays higher dividends than WCMFX: COVAX (1.11) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (24 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than COVAX (1.36). COVAX is a more actively managed with annual turnover of: 70.00 vs. WCMFX (15.00). COVAX has a lower initial minimum investment than WCMFX: COVAX (2000) vs WCMFX (100000). COVAX annual gain was more profitable for investors over the last year : -10.92 vs. WCMFX (-71.41). COVAX return over 5 years is better than : -13.66 vs. WCMFX (-64.40).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -5.101 | -69.449 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 2.41M | 34,400% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | -10.92 | -71.41 | 15% |
| Returns for 3 years | -14.61 | -64.01 | 23% |
| Returns for 5 years | -13.66 | -64.40 | 21% |
| Returns for 10 years | -7.61 | N/A | - |
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