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VSFRX vs WCMFX
VSFRX vs WCMFX Comparison
Open Charts VSFRX vs WCMFX
Federated Hermes Clover Small Value R
Price$24.37
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets158.09M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
VSFRX vs WCMFX Comparison Chart in %
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VSFRX vs. WCMFX commentary
Oct 21, 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 VSFRX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFRX has more cash in the bank: 158M vs. WCMFX (21.8M). VSFRX pays higher dividends than WCMFX: VSFRX (0.85) vs WCMFX (0.00). VSFRX was incepted earlier than WCMFX: VSFRX (15 years) vs WCMFX (6 years). VSFRX (1.72) is less costly to investors than WCMFX (1.45). VSFRX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFRX has a lower initial minimum investment than WCMFX: VSFRX (0) vs WCMFX (100000). VSFRX annual gain was more profitable for investors over the last year : -7.84 vs. WCMFX (-20.62). VSFRX return over 5 years is better than : 38.25 vs. WCMFX (23.45).
| VSFRX | WCMFX | VSFRX / WCMFX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.72 | 1.45 | 119% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.658 | -5.509 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 21.8M | 725% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -7.84 | -20.62 | 38% |
| Returns for 3 years | 4.02 | 16.46 | 24% |
| Returns for 5 years | 38.25 | 23.45 | 163% |
| Returns for 10 years | 4.91 | N/A | - |
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