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VSFIX vs WCMJX
VSFIX vs WCMJX Comparison
Open Charts VSFIX vs WCMJX
Federated Hermes Clover Small Value IS
Price$25.28
Change-$0.46 (-1.79%)
VolumeN/A
Net Assets156.3M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
VSFIX vs WCMJX Comparison Chart in %
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VSFIX vs. WCMJX commentary
Nov 14, 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 Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 156M vs. WCMJX (7.41M). VSFIX pays higher dividends than WCMJX: VSFIX (1.15) 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 (1.24). VSFIX is a more actively managed with annual turnover of: 76.00 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 : -8.85 vs. WCMJX (-25.22). VSFIX return over 5 years is better than : 31.81 vs. WCMJX (13.30).
| VSFIX | WCMJX | VSFIX / WCMJX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 6.188 | -8.149 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 7.41M | 2,107% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -8.85 | -25.22 | 35% |
| Returns for 3 years | 1.17 | 4.14 | 28% |
| Returns for 5 years | 31.81 | 13.30 | 239% |
| Returns for 10 years | 14.97 | N/A | - |
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