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VSFRX vs WCMFX
VSFRX vs WCMFX Comparison
Open Charts VSFRX vs WCMFX
Federated Hermes Clover Small Value R
Price$24.62
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets161.69M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
VSFRX vs WCMFX Comparison Chart in %
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VSFRX vs. WCMFX commentary
Sep 16, 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: 162M vs. WCMFX (60.8M). VSFRX pays higher dividends than WCMFX: VSFRX (0.86) 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 : -3.44 vs. WCMFX (-14.64). VSFRX return over 5 years is better than : 45.12 vs. WCMFX (36.34).
| 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 | 5.019 | -1.669 | -301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 60.8M | 266% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -3.44 | -14.64 | 24% |
| Returns for 3 years | 6.36 | 19.23 | 33% |
| Returns for 5 years | 45.12 | 36.34 | 124% |
| Returns for 10 years | 9.23 | N/A | - |
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