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VSFIX vs WCMFX
VSFIX vs WCMFX Comparison
Open Charts VSFIX vs WCMFX
Federated Hermes Clover Small Value IS
Price$25.60
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets162.4M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
VSFIX vs WCMFX Comparison Chart in %
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VSFIX vs. WCMFX 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 VSFIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 162M vs. WCMFX (61.8M). VSFIX pays higher dividends than WCMFX: VSFIX (1.15) vs WCMFX (0.00). VSFIX was incepted earlier than WCMFX: VSFIX (16 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 : -0.86 vs. WCMFX (-12.15). VSFIX return over 5 years is better than : 48.47 vs. WCMFX (34.80).
| VSFIX | WCMFX | VSFIX / WCMFX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.611 | -0.417 | -1,344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 61.8M | 262% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -0.86 | -12.15 | 7% |
| Returns for 3 years | 10.14 | 20.63 | 49% |
| Returns for 5 years | 48.47 | 34.80 | 139% |
| Returns for 10 years | 13.25 | N/A | - |
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