FKAIX
Price
$48.70
Change
-$1.52 (-3.03%)
Updated
Feb 21 closing price
Net Assets
3.64B
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
41.51M
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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$48.70
Change-$1.52 (-3.03%)
VolumeN/A
Net Assets3.64B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
FKAIX vs WCMLX Comparison Chart
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FKAIX vs. WCMLX commentary
Feb 22, 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 Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FKAIX has more cash in the bank: 3.64B vs. WCMLX (41.5M). FKAIX pays higher dividends than WCMLX: FKAIX (0.26) vs WCMLX (0.00). FKAIX was incepted earlier than WCMLX: FKAIX (9 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FKAIX (31.00). 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 : 4.60 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. FKAIX (7.11).
FKAIXWCMLXFKAIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years5 years-
Gain YTD2.6152.79993%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B41.5M8,771%
Annual Yield % from dividends0.260.00-
Returns for 1 year4.604.34106%
Returns for 3 years3.8710.3537%
Returns for 5 years7.1120.2935%
Returns for 10 yearsN/AN/A-
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