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COVAX vs WCMJX
COVAX vs WCMJX Comparison
Open Charts COVAX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
COVAX vs WCMJX Comparison Chart in %
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COVAX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
COVAX has more cash in the bank: 829M vs. WCMJX (21.8M). COVAX pays higher dividends than WCMJX: COVAX (1.12) 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 : -13.37 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. COVAX (9.08).
| 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 | -0.216 | -5.772 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -21.05 | 63% |
| Returns for 3 years | -6.81 | 15.26 | -45% |
| Returns for 5 years | 9.08 | 21.44 | 42% |
| Returns for 10 years | -16.03 | N/A | - |
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