FKAIX
Price
$44.31
Change
+$1.14 (+2.64%)
Updated
Apr 24 closing price
Net Assets
2.92B
WCMLX
Price
$11.28
Change
+$0.27 (+2.45%)
Updated
Apr 24 closing price
Net Assets
39.35M
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FKAIX vs WCMLX

Header iconFKAIX vs WCMLX Comparison
Open Charts FKAIX vs WCMLXBanner chart's image
Federated Hermes Kaufmann Small Cap IS
Price$44.31
Change+$1.14 (+2.64%)
VolumeN/A
Net Assets2.92B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
FKAIX vs WCMLX Comparison Chart
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FKAIX vs. WCMLX commentary
Apr 25, 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 FKAIX is a Buy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 2.92B vs. WCMLX (39.3M). FKAIX pays higher dividends than WCMLX: FKAIX (1.65) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FKAIX (1.02). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKAIX (34.00). WCMLX has a lower initial minimum investment than FKAIX: WCMLX (100000) vs FKAIX (1000000). FKAIX annual gain was more profitable for investors over the last year : -8.74 vs. WCMLX (-10.85). WCMLX return over 5 years is better than : 25.40 vs. FKAIX (6.77).
FKAIXWCMLXFKAIX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio1.021.8655%
Fund Existence9 years5 years-
Gain YTD-11.790-14.38682%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.92B39.3M7,430%
Annual Yield % from dividends1.650.00-
Returns for 1 year-8.74-10.8581%
Returns for 3 years-7.19-5.33135%
Returns for 5 years6.7725.4027%
Returns for 10 yearsN/AN/A-
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