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APHSX vs WCMLX
APHSX vs WCMLX Comparison
Open Charts APHSX vs WCMLX
Artisan Small Cap Institutional
Price$35.65
Change-$0.29 (-0.81%)
VolumeN/A
Net Assets1.11B
WCM Small Cap Growth Institutional
Price$12.85
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets43.34M
APHSX vs WCMLX Comparison Chart in %
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APHSX vs. WCMLX commentary
Jul 21, 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 APHSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.11B vs. WCMLX (43.3M). APHSX (0.00) and WCMLX (0.00) have matching dividends . APHSX was incepted earlier than WCMLX: APHSX (13 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than APHSX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. APHSX (46.72). WCMLX has a lower initial minimum investment than APHSX: WCMLX (100000) vs APHSX (1000000). APHSX annual gain was more profitable for investors over the last year : 0.00 vs. WCMLX (-0.77). WCMLX return over 5 years is better than : 20.77 vs. APHSX (-14.45).
| APHSX | WCMLX | APHSX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -2.489 | -0.078 | 3,201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 43.3M | 2,564% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.00 | -0.77 | - |
| Returns for 3 years | 20.24 | 21.57 | 94% |
| Returns for 5 years | -14.45 | 20.77 | -70% |
| Returns for 10 years | 9.84 | N/A | - |
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