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APDSX vs WCMNX
APDSX vs WCMNX Comparison
Open Charts APDSX vs WCMNX
Artisan Small Cap Advisor
Price$37.06
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets1.3B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
APDSX vs WCMNX Comparison Chart
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APDSX vs. WCMNX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
APDSX has more cash in the bank: 1.3B vs. WCMNX (41.8M). APDSX (0.00) and WCMNX (0.00) have matching dividends . APDSX was incepted earlier than WCMNX: APDSX (8 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. APDSX (30.14). 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 : 16.21 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. APDSX (3.64).
| APDSX | WCMNX | APDSX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.926 | 4.649 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 41.8M | 3,117% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.21 | 11.60 | 140% |
| Returns for 3 years | 4.34 | 6.92 | 63% |
| Returns for 5 years | 3.64 | 21.39 | 17% |
| Returns for 10 years | N/A | N/A | - |
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