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APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$28.98
Change-$0.85 (-2.85%)
VolumeN/A
Net Assets1.21B
WCM Small Cap Growth Investor
Price$9.88
Change-$0.27 (-2.66%)
VolumeN/A
Net Assets36.82M
APHSX vs WCMNX Comparison Chart
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APHSX vs. WCMNX commentary
Apr 10, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.22B vs. WCMNX (36.8M). APHSX (0.00) and WCMNX (0.00) have matching dividends . APHSX was incepted earlier than WCMNX: APHSX (13 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than APHSX (1.00). WCMNX (48.00) and APHSX (46.72) have comparable annual turnover. WCMNX has a lower initial minimum investment than APHSX: WCMNX (1000) vs APHSX (1000000). APHSX annual gain was more profitable for investors over the last year : -18.69 vs. WCMNX (-20.58). WCMNX return over 5 years is better than : 19.13 vs. APHSX (-5.40).
| APHSX | WCMNX | APHSX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 2.11 | 47% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -20.733 | -20.016 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 36.8M | 3,302% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.69 | -20.58 | 91% |
| Returns for 3 years | -13.54 | -13.40 | 101% |
| Returns for 5 years | -5.40 | 19.13 | -28% |
| Returns for 10 years | -6.58 | N/A | - |
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