APDSX
Price
$34.30
Change
+$0.23 (+0.68%)
Updated
Jun 26 closing price
Net Assets
1.08B
WCMNX
Price
$12.23
Change
+$0.16 (+1.33%)
Updated
Jun 26 closing price
Net Assets
41.48M
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APDSX vs WCMNX

Header iconAPDSX vs WCMNX Comparison
Open Charts APDSX vs WCMNXBanner chart's image
Artisan Small Cap Advisor
Price$34.30
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Investor
Price$12.23
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets41.48M
APDSX vs WCMNX Comparison Chart in %
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APDSX vs. WCMNX 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
APDSX has more cash in the bank: 1.08B vs. WCMNX (41.5M). APDSX (0.00) and WCMNX (0.00) have matching dividends . APDSX was incepted earlier than WCMNX: APDSX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than APDSX (1.09). WCMNX is a more actively managed with annual turnover of: 83.00 vs. APDSX (46.72). WCMNX has a lower initial minimum investment than APDSX: WCMNX (1000) vs APDSX (250000). APDSX annual gain was more profitable for investors over the last year : 1.66 vs. WCMNX (-0.90). WCMNX return over 5 years is better than : 20.82 vs. APDSX (-11.08).
APDSXWCMNXAPDSX / WCMNX
Total Expense Ratio1.091.2488%
Annual Report Gross Expense Ratio1.092.0453%
Fund Existence8 years6 years-
Gain YTD-3.814-4.88678%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B41.5M2,600%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.66-0.90-184%
Returns for 3 years19.6916.84117%
Returns for 5 years-11.0820.82-53%
Returns for 10 yearsN/AN/A-
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