Interact to see
Advertisement
Advertisement
VSFCX vs WCMJX
VSFCX vs WCMJX Comparison
Open Charts VSFCX vs WCMJX
Federated Hermes Clover Small Value C
Price$22.08
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets158.09M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
VSFCX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSFCX vs. WCMJX commentary
Oct 19, 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 VSFCX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSFCX has more cash in the bank: 158M vs. WCMJX (21.8M). VSFCX pays higher dividends than WCMJX: VSFCX (0.31) vs WCMJX (0.00). VSFCX was incepted earlier than WCMJX: VSFCX (30 years) vs WCMJX (6 years). VSFCX (2.23) is less costly to investors than WCMJX (1.70). VSFCX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFCX: WCMJX (1000) vs VSFCX (1500). VSFCX annual gain was more profitable for investors over the last year : -9.26 vs. WCMJX (-21.05). VSFCX return over 5 years is better than : 30.42 vs. WCMJX (21.44).
| VSFCX | WCMJX | VSFCX / WCMJX | |
| Total Expense Ratio | 1.96 | 1.15 | 170% |
| Annual Report Gross Expense Ratio | 2.23 | 1.70 | 131% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 3.081 | -5.772 | -53% |
| Front Load | N/A | 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 | 0.31 | 0.00 | - |
| Returns for 1 year | -9.26 | -21.05 | 44% |
| Returns for 3 years | 0.12 | 15.26 | 1% |
| Returns for 5 years | 30.42 | 21.44 | 142% |
| Returns for 10 years | -5.45 | N/A | - |