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VSFRX vs WCMJX
VSFRX vs WCMJX Comparison
Open Charts VSFRX vs WCMJX
Federated Hermes Clover Small Value R
Price$24.37
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets158.09M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
VSFRX vs WCMJX Comparison Chart in %
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VSFRX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSFRX has more cash in the bank: 158M vs. WCMJX (21.8M). VSFRX pays higher dividends than WCMJX: VSFRX (0.85) vs WCMJX (0.00). VSFRX was incepted earlier than WCMJX: VSFRX (15 years) vs WCMJX (6 years). VSFRX (1.72) and WCMJX (1.70) have similar cost to investors . VSFRX is a more actively managed with annual turnover of: 76.00 vs. WCMJX (15.00). VSFRX has a lower initial minimum investment than WCMJX: VSFRX (0) vs WCMJX (1000). VSFRX annual gain was more profitable for investors over the last year : -7.84 vs. WCMJX (-21.05). VSFRX return over 5 years is better than : 38.25 vs. WCMJX (21.44).
| VSFRX | WCMJX | VSFRX / WCMJX | |
| Total Expense Ratio | 1.23 | 1.15 | 107% |
| Annual Report Gross Expense Ratio | 1.72 | 1.70 | 101% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.658 | -5.772 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -21.05 | 37% |
| Returns for 3 years | 4.02 | 15.26 | 26% |
| Returns for 5 years | 38.25 | 21.44 | 178% |
| Returns for 10 years | 4.91 | N/A | - |
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