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VSFIX vs WCMFX
VSFIX vs WCMFX Comparison
Open Charts VSFIX vs WCMFX
Federated Hermes Clover Small Value IS
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets160.15M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
VSFIX vs WCMFX Comparison Chart in %
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VSFIX vs. WCMFX commentary
Oct 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 VSFIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 160M vs. WCMFX (22M). VSFIX pays higher dividends than WCMFX: VSFIX (1.15) vs WCMFX (0.00). VSFIX was incepted earlier than WCMFX: VSFIX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSFIX (1.24). VSFIX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VSFIX: WCMFX (100000) vs VSFIX (1000000). VSFIX annual gain was more profitable for investors over the last year : -2.78 vs. WCMFX (-18.45). VSFIX return over 5 years is better than : 42.89 vs. WCMFX (25.14).
| VSFIX | WCMFX | VSFIX / WCMFX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.033 | -4.841 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 22M | 727% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -2.78 | -18.45 | 15% |
| Returns for 3 years | 11.40 | 20.13 | 57% |
| Returns for 5 years | 42.89 | 25.14 | 171% |
| Returns for 10 years | 10.07 | N/A | - |
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