Interact to see
Advertisement
Advertisement
VSFIX vs WCMJX
VSFIX vs WCMJX Comparison
Open Charts VSFIX vs WCMJX
Federated Hermes Clover Small Value IS
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets160.15M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
VSFIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSFIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 160M vs. WCMJX (22M). VSFIX pays higher dividends than WCMJX: VSFIX (1.15) vs WCMJX (0.00). VSFIX was incepted earlier than WCMJX: VSFIX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSFIX (1.24). VSFIX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFIX: WCMJX (1000) vs VSFIX (1000000). VSFIX annual gain was more profitable for investors over the last year : -2.78 vs. WCMJX (-18.93). VSFIX return over 5 years is better than : 42.89 vs. WCMJX (23.13).
| VSFIX | WCMJX | VSFIX / WCMJX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.033 | -5.093 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -18.93 | 15% |
| Returns for 3 years | 11.40 | 18.94 | 60% |
| Returns for 5 years | 42.89 | 23.13 | 185% |
| Returns for 10 years | 10.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement