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APDSX vs WCMLX
APDSX vs WCMLX Comparison
Open Charts APDSX vs WCMLX
Artisan Small Cap Advisor
Price$34.30
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Institutional
Price$12.40
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets41.48M
APDSX vs WCMLX Comparison Chart in %
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APDSX vs. WCMLX commentary
Jun 27, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APDSX has more cash in the bank: 1.08B vs. WCMLX (41.5M). APDSX (0.00) and WCMLX (0.00) have matching dividends . APDSX was incepted earlier than WCMLX: APDSX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than APDSX (1.09). WCMLX is a more actively managed with annual turnover of: 83.00 vs. APDSX (46.72). 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 : 1.66 vs. WCMLX (-0.65). WCMLX return over 5 years is better than : 22.28 vs. APDSX (-11.08).
| APDSX | WCMLX | APDSX / WCMLX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 1.79 | 61% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -3.814 | -4.821 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 41.5M | 2,600% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.66 | -0.65 | -256% |
| Returns for 3 years | 19.69 | 17.69 | 111% |
| Returns for 5 years | -11.08 | 22.28 | -50% |
| Returns for 10 years | N/A | N/A | - |
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