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APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$35.65
Change-$0.29 (-0.81%)
VolumeN/A
Net Assets1.11B
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.34M
APHSX vs WCMNX Comparison Chart in %
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APHSX vs. WCMNX commentary
Jul 21, 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: 1.11B vs. WCMNX (43.3M). 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 : 0.00 vs. WCMNX (-1.02). WCMNX return over 5 years is better than : 19.30 vs. APHSX (-14.45).
| 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 | -2.489 | -0.158 | 1,579% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 43.3M | 2,564% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.00 | -1.02 | - |
| Returns for 3 years | 20.24 | 20.67 | 98% |
| Returns for 5 years | -14.45 | 19.30 | -75% |
| Returns for 10 years | 9.84 | N/A | - |
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