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APDSX vs WCMNX
APDSX vs WCMNX Comparison
Open Charts APDSX vs WCMNX
Artisan Small Cap Advisor
Price$30.33
Change-$2.36 (-7.22%)
VolumeN/A
Net Assets1.21B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
APDSX vs WCMNX Comparison Chart
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APDSX vs. WCMNX commentary
Apr 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 APDSX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APDSX has more cash in the bank: 1.22B vs. WCMNX (41.6M). APDSX (0.00) and WCMNX (0.00) have matching dividends . APDSX was incepted earlier than WCMNX: APDSX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than APDSX (1.09). WCMNX (48.00) and APDSX (46.72) have comparable annual turnover. 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 : -5.98 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. APDSX (21.62).
| APDSX | WCMNX | APDSX / WCMNX | |
| Total Expense Ratio | 1.09 | 1.24 | 88% |
| Annual Report Gross Expense Ratio | 1.09 | 2.11 | 52% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -8.329 | -9.299 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.6M | 2,921% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.98 | -10.22 | 59% |
| Returns for 3 years | -7.52 | -7.10 | 106% |
| Returns for 5 years | 21.62 | 60.98 | 35% |
| Returns for 10 years | N/A | N/A | - |
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