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VSFAX vs WCMJX
VSFAX vs WCMJX Comparison
Open Charts VSFAX vs WCMJX
Federated Hermes Clover Small Value A
Price$25.52
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets162.4M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
VSFAX vs WCMJX Comparison Chart in %
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VSFAX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSFAX has more cash in the bank: 162M vs. WCMJX (61.8M). VSFAX pays higher dividends than WCMJX: VSFAX (0.92) vs WCMJX (0.00). VSFAX was incepted earlier than WCMJX: VSFAX (30 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSFAX (1.48). VSFAX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFAX: WCMJX (1000) vs VSFAX (1500). VSFAX annual gain was more profitable for investors over the last year : -1.16 vs. WCMJX (-12.55). VSFAX return over 5 years is better than : 46.51 vs. WCMJX (32.62).
| VSFAX | WCMJX | VSFAX / WCMJX | |
| Total Expense Ratio | 1.14 | 1.15 | 99% |
| Annual Report Gross Expense Ratio | 1.48 | 1.70 | 87% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 5.411 | -0.594 | -911% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| 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 | -12.55 | 9% |
| Returns for 3 years | 9.22 | 19.49 | 47% |
| Returns for 5 years | 46.51 | 32.62 | 143% |
| Returns for 10 years | 10.94 | N/A | - |
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