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APHSX vs WCMNX
APHSX vs WCMNX Comparison
Open Charts APHSX vs WCMNX
Artisan Small Cap Institutional
Price$36.59
Change-$1.03 (-2.74%)
VolumeN/A
Net Assets1.35B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
APHSX vs WCMNX Comparison Chart
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APHSX vs. WCMNX commentary
Feb 23, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 1.35B vs. WCMNX (40.2M). 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 : 2.98 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. APHSX (-0.66).
| 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 | 0.082 | -1.497 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 40.2M | 3,366% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.98 | -1.65 | -181% |
| Returns for 3 years | 8.84 | 6.38 | 138% |
| Returns for 5 years | -0.66 | 13.84 | -5% |
| Returns for 10 years | 23.04 | N/A | - |
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