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APHSX vs WCMLX
APHSX vs WCMLX Comparison
Open Charts APHSX vs WCMLX
Artisan Small Cap Institutional
Price$38.44
Change-$0.25 (-0.65%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.39
Change-$0.14 (-1.03%)
VolumeN/A
CapitalizationN/A
APHSX vs WCMLX Comparison Chart
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APHSX vs. WCMLX commentary
Dec 19, 2024
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: 1.42B vs. WCMLX (42.3M). APHSX (0.00) and WCMLX (0.00) have matching dividends . APHSX was incepted earlier than WCMLX: APHSX (13 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. APHSX (30.14). 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 : 15.96 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. APHSX (11.40).
| APHSX | WCMLX | APHSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 15.332 | 8.597 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 42.3M | 3,366% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.96 | 11.03 | 145% |
| Returns for 3 years | -8.54 | 0.30 | -2,850% |
| Returns for 5 years | 11.40 | 28.75 | 40% |
| Returns for 10 years | 31.37 | N/A | - |
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