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VSFCX vs WCMFX
VSFCX vs WCMFX Comparison
Open Charts VSFCX vs WCMFX
Federated Hermes Clover Small Value C
Price$22.32
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets161.69M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
VSFCX vs WCMFX Comparison Chart in %
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VSFCX vs. WCMFX commentary
Sep 16, 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: 162M vs. WCMFX (60.8M). VSFCX pays higher dividends than WCMFX: VSFCX (0.31) vs WCMFX (0.00). VSFCX was incepted earlier than WCMFX: VSFCX (30 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 : -4.95 vs. WCMFX (-14.64). VSFCX (36.92) and WCMFX (36.34) 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 | 30 years | 6 years | - |
| Gain YTD | 4.482 | -1.669 | -268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 60.8M | 266% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -4.95 | -14.64 | 34% |
| Returns for 3 years | 2.40 | 19.23 | 12% |
| Returns for 5 years | 36.92 | 36.34 | 102% |
| Returns for 10 years | -1.58 | N/A | - |
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