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VSFCX vs WCMJX
VSFCX vs WCMJX Comparison
Open Charts VSFCX vs WCMJX
Federated Hermes Clover Small Value C
Price$20.76
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets153.39M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
VSFCX vs WCMJX Comparison Chart in %
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VSFCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFCX has more cash in the bank: 153M vs. WCMJX (59.9M). VSFCX pays higher dividends than WCMJX: VSFCX (0.32) vs WCMJX (0.00). VSFCX was incepted earlier than WCMJX: VSFCX (29 years) vs WCMJX (6 years). VSFCX (2.23) is less costly to investors than WCMJX (1.70). VSFCX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFCX: WCMJX (1000) vs VSFCX (1500). VSFCX annual gain was more profitable for investors over the last year : -8.70 vs. WCMJX (-15.93). VSFCX return over 5 years is better than : 25.53 vs. WCMJX (23.52).
| VSFCX | WCMJX | VSFCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.15 | 170% |
| Annual Report Gross Expense Ratio | 2.23 | 1.70 | 131% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | -3.455 | -4.584 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| 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 | -15.93 | 55% |
| Returns for 3 years | -9.25 | 7.15 | -129% |
| Returns for 5 years | 25.53 | 23.52 | 109% |
| Returns for 10 years | -12.15 | N/A | - |
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