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APDSX vs WCMLX
APDSX vs WCMLX Comparison
Open Charts APDSX vs WCMLX
Artisan Small Cap Advisor
Price$35.68
Change-$1.01 (-2.75%)
VolumeN/A
Net Assets1.35B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
APDSX vs WCMLX Comparison Chart
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APDSX vs. WCMLX commentary
Feb 23, 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 APDSX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APDSX has more cash in the bank: 1.35B vs. WCMLX (40.2M). APDSX (0.00) and WCMLX (0.00) have matching dividends . APDSX was incepted earlier than WCMLX: APDSX (8 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. APDSX (30.14). WCMLX has a lower initial minimum investment than APDSX: WCMLX (100000) vs APDSX (250000). APDSX annual gain was more profitable for investors over the last year : 2.76 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. APDSX (-1.78).
| APDSX | WCMLX | APDSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 0.056 | -1.477 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 40.2M | 3,366% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.76 | -1.40 | -197% |
| Returns for 3 years | 8.18 | 7.19 | 114% |
| Returns for 5 years | -1.78 | 15.29 | -12% |
| Returns for 10 years | N/A | N/A | - |
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