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VSFAX vs WCMFX
VSFAX vs WCMFX Comparison
Open Charts VSFAX vs WCMFX
Federated Hermes Clover Small Value A
Price$25.52
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets162.4M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
VSFAX vs WCMFX Comparison Chart in %
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VSFAX vs. WCMFX commentary
Sep 08, 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 VSFAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFAX has more cash in the bank: 162M vs. WCMFX (61.8M). VSFAX pays higher dividends than WCMFX: VSFAX (0.92) vs WCMFX (0.00). VSFAX was incepted earlier than WCMFX: VSFAX (30 years) vs WCMFX (6 years). VSFAX (1.48) and WCMFX (1.45) have similar cost to investors . VSFAX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFAX has a lower initial minimum investment than WCMFX: VSFAX (1500) vs WCMFX (100000). VSFAX annual gain was more profitable for investors over the last year : -1.16 vs. WCMFX (-12.15). VSFAX return over 5 years is better than : 46.51 vs. WCMFX (34.80).
| VSFAX | WCMFX | VSFAX / WCMFX | |
| Total Expense Ratio | 1.14 | 0.90 | 127% |
| Annual Report Gross Expense Ratio | 1.48 | 1.45 | 102% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 5.411 | -0.417 | -1,296% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 61.8M | 262% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -1.16 | -12.15 | 10% |
| Returns for 3 years | 9.22 | 20.63 | 45% |
| Returns for 5 years | 46.51 | 34.80 | 134% |
| Returns for 10 years | 10.94 | N/A | - |
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