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VSFSX vs WCMFX
VSFSX vs WCMFX Comparison
Open Charts VSFSX vs WCMFX
Federated Hermes Clover Small Value R6
Price$25.24
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets157.82M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
VSFSX vs WCMFX Comparison Chart in %
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VSFSX vs. WCMFX commentary
Oct 18, 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 VSFSX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFSX has more cash in the bank: 158M vs. WCMFX (21.7M). VSFSX pays higher dividends than WCMFX: VSFSX (1.20) vs WCMFX (0.00). VSFSX was incepted earlier than WCMFX: VSFSX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSFSX (1.14). VSFSX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFSX has a lower initial minimum investment than WCMFX: VSFSX (0) vs WCMFX (100000). VSFSX annual gain was more profitable for investors over the last year : -7.34 vs. WCMFX (-20.97). VSFSX return over 5 years is better than : 41.84 vs. WCMFX (22.90).
| VSFSX | WCMFX | VSFSX / WCMFX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.45 | 79% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.791 | -5.927 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 21.7M | 728% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -7.34 | -20.97 | 35% |
| Returns for 3 years | 5.74 | 15.95 | 36% |
| Returns for 5 years | 41.84 | 22.90 | 183% |
| Returns for 10 years | N/A | N/A | - |
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