Ad is loading...
Ad is loading...
APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$37.75
Change-$1.08 (-2.78%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
APHSX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHSX vs. WCMNX commentary
Nov 18, 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 StrongSell and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.34B vs. WCMNX (40.7M). 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 : 26.21 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. APHSX (5.51).
| 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 | 13.261 | 7.869 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 40.7M | 3,285% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.21 | 20.73 | 126% |
| Returns for 3 years | -29.13 | -18.16 | 160% |
| Returns for 5 years | 5.51 | 28.64 | 19% |
| Returns for 10 years | 32.30 | N/A | - |