Interact to see
Advertisement
Advertisement
VSFIX vs WCMJX
VSFIX vs WCMJX Comparison
Open Charts VSFIX vs WCMJX
Federated Hermes MDT Small Cap Value IS
Price$25.47
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets158.75M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
VSFIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSFIX vs. WCMJX commentary
Dec 27, 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 VSFIX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 159M vs. WCMJX (1.61M). VSFIX pays higher dividends than WCMJX: VSFIX (1.12) vs WCMJX (0.00). VSFIX was incepted earlier than WCMJX: VSFIX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSFIX (1.27). VSFIX is a more actively managed with annual turnover of: 59.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSFIX: WCMJX (1000) vs VSFIX (1000000). VSFIX annual gain was more profitable for investors over the last year : 4.20 vs. WCMJX (-71.64). VSFIX return over 5 years is better than : 18.01 vs. WCMJX (-67.37).
| VSFIX | WCMJX | VSFIX / WCMJX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 1.27 | 1.70 | 75% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.404 | -71.138 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 1.61M | 9,857% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 4.20 | -71.64 | -6% |
| Returns for 3 years | 15.30 | -65.48 | -23% |
| Returns for 5 years | 18.01 | -67.37 | -27% |
| Returns for 10 years | 17.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TCLCX | 22.44 | 0.09 | +0.40% |
| Nuveen Large Cap Value A | |||
| CMLIX | 49.81 | 0.14 | +0.28% |
| Congress Large Cap Growth Institutional | |||
| VLMIX | 34.85 | 0.07 | +0.20% |
| Value Line Mid Cap Focused Institutional | |||
| ISCTX | 21.63 | 0.02 | +0.09% |
| Voya SmallCap Opportunities Port S2 | |||
| BPGSX | 12.97 | 0.01 | +0.08% |
| Boston Partners Global Sustainablty Ins | |||