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VSFSX vs WCMFX
VSFSX vs WCMFX Comparison
Open Charts VSFSX vs WCMFX
Federated Hermes MDT Small Cap Value R6
Price$26.44
Change+$0.48 (+1.85%)
VolumeN/A
Net Assets156.84M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
VSFSX vs WCMFX Comparison Chart in %
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VSFSX vs. WCMFX commentary
Dec 04, 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 VSFSX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSFSX has more cash in the bank: 157M vs. WCMFX (2.65M). VSFSX pays higher dividends than WCMFX: VSFSX (1.17) vs WCMFX (0.00). VSFSX was incepted earlier than WCMFX: VSFSX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSFSX (1.14). VSFSX is a more actively managed with annual turnover of: 76.00 vs. WCMFX (15.00). VSFSX has a lower initial minimum investment than WCMFX: VSFSX (0) vs WCMFX (100000). VSFSX annual gain was more profitable for investors over the last year : -9.19 vs. WCMFX (-76.13). VSFSX return over 5 years is better than : 25.49 vs. WCMFX (-64.64).
| VSFSX | WCMFX | VSFSX / WCMFX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.45 | 79% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.581 | -70.451 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 2.65M | 5,936% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | -9.19 | -76.13 | 12% |
| Returns for 3 years | 1.64 | -66.82 | -2% |
| Returns for 5 years | 25.49 | -64.64 | -39% |
| Returns for 10 years | N/A | N/A | - |
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