Interact to see
Advertisement
Advertisement
VSFAX vs WCMJX
VSFAX vs WCMJX Comparison
Open Charts VSFAX vs WCMJX
Federated Hermes Clover Small Value A
Price$25.11
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets158.09M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
VSFAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSFAX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSFAX has more cash in the bank: 158M vs. WCMJX (21.8M). VSFAX pays higher dividends than WCMJX: VSFAX (0.92) vs WCMJX (0.00). VSFAX was incepted earlier than WCMJX: VSFAX (30 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSFAX (1.48). VSFAX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFAX: WCMJX (1000) vs VSFAX (1500). VSFAX annual gain was more profitable for investors over the last year : -7.50 vs. WCMJX (-21.05). VSFAX return over 5 years is better than : 39.71 vs. WCMJX (21.44).
| VSFAX | WCMJX | VSFAX / WCMJX | |
| Total Expense Ratio | 1.14 | 1.15 | 99% |
| Annual Report Gross Expense Ratio | 1.48 | 1.70 | 87% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 3.717 | -5.772 | -64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 21.8M | 725% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -7.50 | -21.05 | 36% |
| Returns for 3 years | 4.84 | 15.26 | 32% |
| Returns for 5 years | 39.71 | 21.44 | 185% |
| Returns for 10 years | 6.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers