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VSFCX vs WCMFX
VSFCX vs WCMFX Comparison
Open Charts VSFCX vs WCMFX
Federated Hermes Clover Small Value C
Price$20.76
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets153.39M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.87M
VSFCX vs WCMFX Comparison Chart in %
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VSFCX vs. WCMFX commentary
Aug 09, 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 VSFCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFCX has more cash in the bank: 153M vs. WCMFX (59.9M). VSFCX pays higher dividends than WCMFX: VSFCX (0.32) vs WCMFX (0.00). VSFCX was incepted earlier than WCMFX: VSFCX (29 years) vs WCMFX (6 years). VSFCX (2.23) is less costly to investors than WCMFX (1.45). VSFCX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFCX has a lower initial minimum investment than WCMFX: VSFCX (1500) vs WCMFX (100000). VSFCX annual gain was more profitable for investors over the last year : -8.70 vs. WCMFX (-15.56). VSFCX (25.53) and WCMFX (25.41) have equivalent 5 years return.
| VSFCX | WCMFX | VSFCX / WCMFX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 2.23 | 1.45 | 154% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -3.455 | -4.424 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 59.9M | 255% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -8.70 | -15.56 | 56% |
| Returns for 3 years | -9.25 | 8.22 | -112% |
| Returns for 5 years | 25.53 | 25.41 | 100% |
| Returns for 10 years | -12.15 | N/A | - |
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