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VSFRX vs WCMJX
VSFRX vs WCMJX Comparison
Open Charts VSFRX vs WCMJX
Federated Hermes Clover Small Value R
Price$24.62
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets161.69M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
VSFRX vs WCMJX Comparison Chart in %
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VSFRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFRX has more cash in the bank: 162M vs. WCMJX (60.8M). VSFRX pays higher dividends than WCMJX: VSFRX (0.86) vs WCMJX (0.00). VSFRX was incepted earlier than WCMJX: VSFRX (15 years) vs WCMJX (6 years). VSFRX (1.72) and WCMJX (1.70) have similar cost to investors . VSFRX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). VSFRX has a lower initial minimum investment than WCMJX: VSFRX (0) vs WCMJX (1000). VSFRX annual gain was more profitable for investors over the last year : -3.44 vs. WCMJX (-15.06). VSFRX return over 5 years is better than : 45.12 vs. WCMJX (34.26).
| VSFRX | WCMJX | VSFRX / WCMJX | |
| Total Expense Ratio | 1.23 | 1.15 | 107% |
| Annual Report Gross Expense Ratio | 1.72 | 1.70 | 101% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.019 | -1.868 | -269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.06 | 23% |
| Returns for 3 years | 6.36 | 18.08 | 35% |
| Returns for 5 years | 45.12 | 34.26 | 132% |
| Returns for 10 years | 9.23 | N/A | - |
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