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APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$34.80
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
APHSX vs WCMNX Comparison Chart
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APHSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.08B vs. WCMNX (43M). APHSX (0.00) and WCMNX (0.00) have matching dividends . APHSX was incepted earlier than WCMNX: APHSX (13 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than APHSX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. APHSX (46.72). 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 : -0.37 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. APHSX (-11.39).
| APHSX | WCMNX | APHSX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -4.814 | -5.359 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -1.48 | 25% |
| Returns for 3 years | 14.16 | 9.78 | 145% |
| Returns for 5 years | -11.39 | 12.35 | -92% |
| Returns for 10 years | 9.17 | N/A | - |
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