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VSFAX vs WCMFX
VSFAX vs WCMFX Comparison
Open Charts VSFAX vs WCMFX
Federated Hermes Clover Small Value A
Price$25.11
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets158.09M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
VSFAX vs WCMFX Comparison Chart in %
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VSFAX 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 VSFAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFAX has more cash in the bank: 158M vs. WCMFX (21.7M). VSFAX pays higher dividends than WCMFX: VSFAX (0.92) vs WCMFX (0.00). VSFAX was incepted earlier than WCMFX: VSFAX (30 years) vs WCMFX (6 years). VSFAX (1.48) and WCMFX (1.45) have similar cost to investors . VSFAX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFAX has a lower initial minimum investment than WCMFX: VSFAX (1500) vs WCMFX (100000). VSFAX annual gain was more profitable for investors over the last year : -7.50 vs. WCMFX (-20.62). VSFAX return over 5 years is better than : 39.71 vs. WCMFX (23.45).
| VSFAX | WCMFX | VSFAX / WCMFX | |
| Total Expense Ratio | 1.14 | 0.90 | 127% |
| Annual Report Gross Expense Ratio | 1.48 | 1.45 | 102% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 3.717 | -5.509 | -67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 21.7M | 728% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -7.50 | -20.62 | 36% |
| Returns for 3 years | 4.84 | 16.46 | 29% |
| Returns for 5 years | 39.71 | 23.45 | 169% |
| Returns for 10 years | 6.97 | N/A | - |
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