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APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$37.99
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.3B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
APHSX vs WCMNX Comparison Chart
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APHSX vs. WCMNX commentary
Jan 19, 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: 1.3B vs. WCMNX (41.8M). APHSX (0.00) and WCMNX (0.00) have matching dividends . APHSX was incepted earlier than WCMNX: APHSX (13 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. APHSX (30.14). 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 : 16.39 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. APHSX (4.78).
| APHSX | WCMNX | APHSX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 3.911 | 4.649 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 41.8M | 3,117% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.39 | 11.60 | 141% |
| Returns for 3 years | 4.92 | 6.92 | 71% |
| Returns for 5 years | 4.78 | 21.39 | 22% |
| Returns for 10 years | 33.56 | N/A | - |
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