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VSFRX vs WCMFX
VSFRX vs WCMFX Comparison
Open Charts VSFRX vs WCMFX
Federated Hermes Clover Small Value R
Price$22.89
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets153.67M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
VSFRX vs WCMFX Comparison Chart in %
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VSFRX vs. WCMFX commentary
Aug 10, 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 VSFRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFRX has more cash in the bank: 154M vs. WCMFX (59.4M). VSFRX pays higher dividends than WCMFX: VSFRX (0.90) vs WCMFX (0.00). VSFRX was incepted earlier than WCMFX: VSFRX (15 years) vs WCMFX (6 years). VSFRX (1.72) is less costly to investors than WCMFX (1.45). VSFRX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFRX has a lower initial minimum investment than WCMFX: VSFRX (0) vs WCMFX (100000). VSFRX annual gain was more profitable for investors over the last year : -6.88 vs. WCMFX (-16.22). VSFRX return over 5 years is better than : 33.62 vs. WCMFX (24.42).
| VSFRX | WCMFX | VSFRX / WCMFX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.72 | 1.45 | 119% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.637 | -5.175 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 59.4M | 259% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -6.88 | -16.22 | 42% |
| Returns for 3 years | -5.30 | 7.37 | -72% |
| Returns for 5 years | 33.62 | 24.42 | 138% |
| Returns for 10 years | -2.15 | N/A | - |
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