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COVAX vs WCMFX
COVAX vs WCMFX Comparison
Open Charts COVAX vs WCMFX
Columbia Sm Cp Val and Inflection A
Price$13.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets828.74M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
COVAX vs WCMFX Comparison Chart in %
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COVAX vs. WCMFX commentary
Oct 19, 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 WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 829M vs. WCMFX (21.8M). COVAX pays higher dividends than WCMFX: COVAX (1.12) vs WCMFX (0.00). COVAX was incepted earlier than WCMFX: COVAX (23 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 : -13.37 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. COVAX (9.08).
| COVAX | WCMFX | COVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -0.216 | -5.509 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 21.8M | 3,803% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -13.37 | -20.62 | 65% |
| Returns for 3 years | -6.81 | 16.46 | -41% |
| Returns for 5 years | 9.08 | 23.45 | 39% |
| Returns for 10 years | -16.03 | N/A | - |
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