VSFIX
Price
$25.20
Change
+$0.05 (+0.20%)
Updated
Oct 17 closing price
Net Assets
158.09M
WCMJX
Price
$11.10
Change
+$0.05 (+0.45%)
Updated
Oct 17 closing price
Net Assets
21.79M
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VSFIX vs WCMJX

Header iconVSFIX vs WCMJX Comparison
Open Charts VSFIX vs WCMJXBanner chart's image
Federated Hermes Clover Small Value IS
Price$25.20
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
VSFIX vs WCMJX Comparison Chart in %
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VS
VSFIX 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 VSFIX is a Buy and WCMJX is a Buy.

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FUNDAMENTALS
Fundamentals
VSFIX has more cash in the bank: 158M vs. WCMJX (21.8M). 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 : -7.23 vs. WCMJX (-21.05). VSFIX return over 5 years is better than : 41.66 vs. WCMJX (21.44).
VSFIXWCMJXVSFIX / WCMJX
Total Expense Ratio0.891.1577%
Annual Report Gross Expense Ratio1.241.7073%
Fund Existence17 years6 years-
Gain YTD3.960-5.772-69%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets158M21.8M725%
Annual Yield % from dividends1.150.00-
Returns for 1 year-7.23-21.0534%
Returns for 3 years5.7315.2638%
Returns for 5 years41.6621.44194%
Returns for 10 years9.16N/A-
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