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APHSX vs WCMLX
APHSX vs WCMLX Comparison
Open Charts APHSX vs WCMLX
Artisan Small Cap Institutional
Price$34.80
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
APHSX vs WCMLX Comparison Chart
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APHSX vs. WCMLX commentary
Jun 07, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.08B vs. WCMLX (43M). 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 : -0.37 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. APHSX (-11.39).
| 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 | -4.814 | -5.288 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 43M | 2,507% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.37 | -1.22 | 31% |
| Returns for 3 years | 14.16 | 10.63 | 133% |
| Returns for 5 years | -11.39 | 13.83 | -82% |
| Returns for 10 years | 9.17 | N/A | - |
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